Configure Create a copy - New

Create a copy is an account and group–level setting that determines whether users can duplicate supported agreements and resend them with edits.

When enabled, Create a copy helps administrators reduce sender friction in repeat agreement workflows. Instead of recreating agreements from scratch, senders can start from an existing, completed, canceled, or expired agreement and adjust only what’s needed. This lowers error rates, shortens send time, and improves adoption without requiring templates or custom workflows.

Configuration

Create a copy applies only to the modern Request Signature experience and is controlled by an administrator setting. When enabled, eligible users can create copies of supported agreements directly from the Manage page.

Availability:

• Acrobat Standard and Acrobat Pro: Not Supported
• Acrobat Sign Solutions: Supported
• Acrobat Sign for Government: Supported

Configuration scope:

Create a copy can be configured at the account and group level.

Access this feature by navigating the administrator's configuration menu to Send Settings > Create a copy

How Create a copy works

When a user creates a copy, Acrobat Sign opens a new draft agreement on the Send page with the original agreement’s details prefilled. The copied agreement is fully editable before it’s sent.

Details of the process can be found on the Create a copy page.

Agreement elements preserved in the copy

The following elements are carried over from the original agreement:

• Agreement name and message.
• Uploaded files, including file order.
• All form fields, including placement and assignments.
• Recipient list, including names, email addresses, roles, and routing order.
• Recipient delivery methods and authentication settings.
• CC recipients.
• Agreement settings, such as reminders, expiration, and language.
• Group assignment when Users in Multiple Groups is enabled.

What users can change before sending

After copying, users can modify any part of the agreement, including:

• Replacing, adding, removing, or reordering files.
• Editing the agreement name and message.
• Adding, removing, or updating recipients and CCs.
• Updating recipient authentication or delivery methods.
• Changing agreement settings.
• Editing or adding form fields in authoring.
• Changing the sending group when applicable.

Supported and unsupported agreements

Supported agreement statuses

Users can create a copy of agreements in the following states:

• Completed
• Canceled
• Expired

Supported agreement types

• Agreements sent through the modern Request Signature experience.

Not supported

• Web forms
• Send in Bulk batches
• Custom workflows

Permissions and sending behavior

• When the feature is disabled, the Create a copy action is removed from the user's view.
• When the feature is enabled:
  • Only the original sender of an agreement can create a copy.
  • Each copied agreement starts as a new draft.
  • Copied agreements follow standard sending and auditing behavior once sent.

Known limitations

Create a copy has the following limitations:

• Only agreements in a terminal state can be copied.
• Agreements sent through web forms, Send in Bulk, or custom workflows can’t be copied.
• Agreements that include witness participants can’t be copied.
• If the source agreement used password authentication, authentication is reset and must be reconfigured on the copied agreement.
• Copying isn’t supported if the sender no longer has access to a required library template.