Templates, Workflows, Shared Librairies - Questions

Report · Jan 06, 2022

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!

Report · Jan 06, 2022

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.