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Edit a shared library template

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      1. API Swagger documentation
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      1. First steps for new accounts
      2. Claiming an email domains
      3. Connecting Okta to a federated identity solution
        1. Creating individual users manually
        2. Creating multiple users via CSV import
        3. Add or Remove a group from a user profile
        4. Elevating a user to Account/Privacy administrator status
        5. Changing your Okta password
      1. Configuration Overview
      2. System requirements
        1. Company and Hostname
        2. Logos
        3. Email header/footer images
        1. Allowed Signature types
        2. Signature order options
        3. Self Signing workflows
        1. GDPR
        2. HIPAA
    3. Administrator processes
      1. Admin guide overview
        1. Manage users in the Gov CloudCreating users
        2. Add users to a group
        3. Remove a user from group membership
        4. Update users in bulk
          1. Overview
          2. Differences in UMG enabled accounts
        1. Create a group
        2. Delete a group
        3. Modify a group name
        4. Modify group-level settings
      4. Templates
        1. Edit shared templates
        2. Transfer template ownership
        1. Create a custom workflow
        1. Delete a user
        2. Delete agreements
      1. Support resources
      2. Transaction limits
        1. Home page
        2. Send page
        3. Manage page
        4. Reports page
        1. "My Profile" overview
        2. Change your email address
        3. Define your signature
        4. Configure your event and alert notifications
        5. Define your language preferences
        6. Define your personal email footer
        7. Review account sharing
        8. Configure auto delegation
        1. Compose an agreement to send for signature
          1. Sequential or parallel signing
          2. Hybrid signing (Both sequential and parallel)
          3. Recipient groups
        3. Written signatures
        4. Send an agreement to yourself only
        5. Send in Bulk
        6. Sending from a template on the Manage page
        7. Fill and Sign a document
        8. Self Signing
        9. Signing a document from an email link
        10. Sign a document from the Manage page
        1. Overview
        2. Create a new sending workflow
        3. Edit a sending workflow
        4. Activate/Deactivate a workflow
        5. Send agreements using a workflow
        1. Search for agreements
        2. View Agreements
        3. Activity history and Audit Report
        4. Add a note to an agreement
        5. Set a reminder
        6. Cancel a reminder
        7. Add an expiration date
        8. Modify/Delete an expiration date
        9. Modify the files of a sent agreement
        10. Replace the current recipient
        11. Upload a signed agreement
        12. Share an individual agreement
        13. Download an agreement
        14. Download the individual files of an agreement
        15. Download the audit report
        16. Download the signer identity report
        17. Download the field data from an agreement
        18. Cancel an agreement
        19. Hide an agreement from view
        1. Create a report with classic reporting
          1. Overview
          2. User permissions for report charts and exports
          1. Create a data export
          2. Open and edit a data export
          3. Refresh the data in an existing export
          4. Download the CSV from a data export
          1. Create a report chart
          2. Open and edit a report chart
          3. Rename a data export/report chart
          4. Duplicate a data export/report chart
          5. Delete a data export/report chart
        1. API Swagger documentation
        2. Webhooks

    Editing shared library templates

    Administrators have the authority to edit any library template that has been shared (via template permissions) with their respective group or account.

    • Only library templates are included.  Web forms are not.
    • Only library templates that are shared via the template permissions are included.  
    • Group-level administrators may edit all library templates that have been shared to their group by members of their group.
    • Account-level administrators may edit all library templates that have been shared to their group or the organization.
      • Account-level admins see the shared templates from all groups.

    An admin can access the shared library list by navigating to: Account > Shared Libraries

    Navigate to the Shared Libraries menu item

    The page content includes:

    • Name of the template - The formal name of the library template as listed on the manage page.
    • Type - Type of template. Either Library Document, Form Field Layer Template, or Both Document and Form Field Template.
    • Owner - The original creator of the template. The formal name and email of the user are provided.
    • Shared with - This reflects the template permission setting. The value is either the Account or the Group (with the group name appended).
    • Last Modified - The date that the template was last saved to the system.

     

    To edit a template:

    • Double-click the template.
      • Or single click and select the Edit action.
    Edit the template

    The Adobe Acrobat Sign authoring environment opens to allow you to edit the template properties, type, name, and field placement/assignments.

    • Make any changes you require and click Save when done.
    Authoring

    Caution:

    Admins have the authority to change the template permissions.

    Changing the template permissions has the potential to remove the template from the Shared Libraries listing, thus removing it from the authority scope of the admin.

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