• Global community
    • Language:
      • Deutsch
      • English
      • Español
      • Français
      • Português
  • 日本語コミュニティ
    Dedicated community for Japanese speakers
  • 한국 커뮤니티
    Dedicated community for Korean speakers
Exit
0

Templates, Workflows, Shared Librairies - Questions

New Here ,
Jan 06, 2022 Jan 06, 2022

Copy link to clipboard

Copied

I'm learning about Adobe Sign Templates and Workflows and I would like to check if my understanding is correct.

1) After a template is created, it's not possible to update the files only the fields. There is a way to use the field overlay however a new template must be created anyways https://helpx.adobe.com/sign/using/transfer-fields-to-new-template.html

2) In order to add documents in workflows, they must have been created as templates first.

3) The Shared Librairies contain files from templates that are shared with a group or the organization.

Are my statements correct? Thanks!

TOPICS
Manage documents

Views

229

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines
New Here ,
Jan 06, 2022 Jan 06, 2022

Copy link to clipboard

Copied

LATEST

Sorry, I forgot to add... This means that if I need to change the files in a workflow:

First, I have to created a new document template.

Then I have to add it to the workflow and delete the previous one.

Votes

Translate

Translate

Report

Report
Community guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more
community guidelines