Form 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 if you have a document that can be sent several different ways.
Similar to library documents, Form Field Templates can be edited and shared to your group or account.
- Set up a transaction by entering the signer's e-mail address, attaching a document, and checking Preview & Add Signature Fields
- Click Next
- In the drag-and-drop Authoring Environment, click the Form Field Template button in the upper-left corner
- Choose a Form Field Template from the Select Form Field Template drop-down list.
- If necessary, enter the page the template should start on
- Click Apply