Set up your transaction:
- Start a new Request e-signatures action and select your file(s).
- Enter the e-mail address of at least one recipient.
- Complete the configuration of the:
- Email message
- Agreement name
- Reminder
Viimati uuendatud
10. sept 2025
Utilize a template for form fields to apply them to documents that have a consistent structure.
Field Templates are reusable layers of fields that can be applied to any document. Templates are ideal if you have one field layout that works for multiple documents or a document that can be sent several different ways.
Field Templates can be edited and shared with your group or account like document templates.
Configuration
Field Template Availability:
- Acrobat Pro Multi-license, Acrobat Sign Solutions, and Acrobat Sign for Government accounts support Field Templates.
- Acrobat Pro Individual license and Acrobat Standard accounts have access only to Document Templates and do not support Field Templates.
Field templates are available through multiple interfaces based on the service you have purchased.
Please select the version of Acrobat Sign you are using:
Configuration scope:
- Field templates are enabled automatically.
- There are no separate controls to enable or disable Field Templates specifically.
Add a form field template to an uploaded document
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At the bottom of the list of fields (in the left-hand panel), expand the Field templates drop-down.
All available field templates are listed.
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Choose a template from the dropdown list.
- When you select a template, it applies from the displayed page and extends down the document.
- All fields are automatically assigned to the selected recipient.
- You can apply multiple field templates to the same document as needed.
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The field template is applied over the file document. Opening the Field templates drop-down shows the applied field template with a check along side.
Note that candidate fields are still available in case the field template doesn't contain all of the required fields for the underlying document.
If overlapping fields are detected, an error message appears.
This error indicates that some fields placed in the document overlap. This error indicates that some fields placed in the document overlap. If the template is longer than the document, fields extending beyond the document’s length will be lost, and an error message will indicate unassigned fields.
This error indicates that some placed fields were lost due to the field template being longer than the document. This error indicates that some placed fields were lost due to the field template being longer than the document. Näpunäide:Selecting the Undo button on any of the messages will remove all fields applied.
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Adjust or add fields as necessary, ensuring all fields are correctly assigned to their respective recipients.
When all fields are correctly defined, select Send.
Configuration scope:
- Field templates are enabled automatically with access to Library Document creation.
- There are no separate controls to enable or disable Field Templates specifically.
If the Create a Reusable Template tile is not visible on your Home screen, contact your account administrator to enable the feature for your group.
Add a form field template to an uploaded document
-
Set up your transaction:
- Start a new agreement process to request e-signatures and select your file(s).
- Enter the e-mail address of at least one recipient.
- Complete the configuration of the agreement and recipient settings.
- Select Preview & add fields
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Navigate to the first page where the field template should be applied and select the recipient to which you want the fields on the template to be applied.
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In the authoring environment, select the Field templates dropdown in the upper-left corner.
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Choose a template from the dropdown list.
- When you select a template, it applies from the displayed page and extends down the document.
- All fields are automatically assigned to the selected recipient.
- You can apply multiple Field Templates to the same document as needed.
-
The field template is applied over the file document.
If overlapping fields are detected, an error message appears.
This error indicates that some fields placed in the document overlap. This error indicates that some fields placed in the document overlap. If the template is longer than the document, fields extending beyond the document’s length will be lost, and an error message will indicate unassigned fields.
This error indicates that some placed fields were lost due to the field template being longer than the document. This error indicates that some placed fields were lost due to the field template being longer than the document. Näpunäide:Selecting the Undo button on any of the messages will remove all fields applied.
-
Adjust or add fields as necessary, and when all fields are correctly defined, select Send.
