A Sign template is a reusable template of frequently used form fields. You can create a Sign template and use it for sending agreements for signature.
The document is now ready for adding fields. The form fields are automatically detected in the PDF. Click the button to place the detected form fields in the PDF document. Alternatively, drag fields from the tabs in the right pane and drop the fields where desired in the document.
Note: If you have added multiple documents, the documents are converted into PDFs and combined into a single file. The combined file is opened for you to add appropriate fields.
- To move a field, move your pointer closer to the field border until you see the drag handle, and then hold and move the field as required.
- To resize a field, use the blue triangular drag handle, and then hold and resize the field as required.
- To delete a field, select the field and hit the Delete key on the keyboard. Alternatively, you can right-click a field and select Delete.
The created sign template is stored in your Adobe Document Cloud account. The Recent section at the bottom area of the Home page lists all the templates you’ve created recently. Alternatively, to see the list of all your templates, click For Signature in the sidebar of Adobe Document Cloud Home and choose Sign Templates.
The Adobe Sign Manage toggle button () used to switch between the integrated Adobe Sign view, and the DC Sign agreements and templates is now removed.
The For Signature page is displayed as per your current selection. If you want to switch the view from DC Sign agreements and templates view to Adobe Sign view or vice versa, use the preference from within the Document Cloud settings as mentioned below.
The Adobe Sign Manage dashboard is displayed. In the drop-down list, select Show Only Library Templates.
From the dashboard, you can do the following:
A. Send template - Click Send and enter the recipient details. Add a message and click Next.
B. Edit template - Click Edit. Add the template form fields and click Save. You will get a confirmation that you have successfully edited your library template.