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.

Create a Sign template

  1. Sign in to Adobe Document Cloud at https://documentcloud.adobe.com with your Adobe ID and password, or with your social (Facebook or Google) account.

  2. In the Quick Start section, click Create Sign Template.

    Choose Create Sign Template
  3. Enter a name for the template.

  4. Do one of the following to select a document and create a sign template:

    • Drag-and-drop the file onto the highlighted area.
    • Click Add Files, and then choose a file from Document Cloud, Creative Cloud, Box, Dropbox, or Google Drive. You can also choose a file from your computer. Click Attach.
    Add file to create a sign template
  5. Click Preview & Add Fields.

  6. 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.

    Add fields to template
    • 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.

    For more information on adding form fields, see

  7. Click Save. You get a confirmation message about the successful sign template creation.

    Confirmation message on successful template creation

    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.

    View all created templates

Manage Sign templates

You can also use the new Send for Signature experience to track and manage your templates.

  1. In the sidebar of Document Cloud Home, click For Signature and then click Sign Templates.

    Manage Sign Templates
  2. Select the template to view more details. A thumbnail of the template is displayed in the right pane. You can perform any of the following actions:

    • Use Template
    • Edit template
    • Add Notes
    • Download PDF
    • Download Form Fields Data

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.

For Signature page
New experience

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.

  1. In the Document Cloud Home, click your profile and then click Settings.

    Profile settings
  2. In the Signature Settings, uncheck the option Use Classic Adobe Sign Manage and click Save.

    Uncheck the option use classic Adobe Manage
  3. The Adobe Sign Manage dashboard is displayed. In the drop-down list, select Show Only Library Templates.

    Adobe Sign Manage Dashboard
    A. Send template B. Edit template C. Download PDF D. Delete template 

    From the dashboard, you can do the following:

    A. Send template - Click Send and enter the recipient details. Add a message and click Next.

    Add the form fields

    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.

    Add template form fileds

    Add the relevant form fields and click Send.

    C. Download PDF - Click the PDF icon, to open the template in PDF format and then click Download.

    D. Delete template - Click to select the document you want to delete and click Delete.

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