The below article provides instructions for the new page format.
Click here to review the same process on the classic page layout.
Creating a copy of a library template takes about 2-3 minutes, and will give you a version of the document that is fully under your control.
Before you start the below process, you may want to obtain a PDF version of the IRS form you want to replicate from the IRS.gov web site. The government changes these forms on a regular basis, so make sure you have the most current version.
Once you have a PDF of the form, the process is two quick steps:
- Copy the template by sending an agreement
- Update the template properties to make the document available to others (optional)
Additionally, at the bottom of this article, there are steps to upload a new version of the base form, and apply the field overlay onto it.
API using accounts must remember that every template has a different documentID, so if you replicate a template that you are using from the Adobe Sign library, you will need to update the documentID in your API calls to use the new copy.
To copy the template, you need to send an agreement, using the existing Adobe Sign template, through the authoring environment, and saving a copy in the process.
Configure the agreement for two recipients.
- These recipients do no need to be valid as the agreement does not need to be signed, only copied
- The agreement will be sent, so using a known "black hole" email address is a good idea
- e.g.: noreply@myDomain.dom
Two recipients are defined because the template we are copying identifies fields for two recipients. If you only configure the agreement for one recipient, you will only import the fields for the first recipient.
A copy of the form now exists in your personal library, but if other people need to use it, you need to expand the access scope
Click the Manage link at the top of the window to launch the Manage page
Two new entries will exist on the manage page:
- The bogus agreement that was sent in the Out for Signature section
- The document template in the Library Templates section
At this point it is recommended that you cancel and delete the bogus agreement that you used to copy the template
Once the authoring environment is open, expand the Template Properties section at the top right of the window.
Here, you will be able to :
- Rename the template
- Change the TEMPLATE TYPE (selecting Both is recommended)
- Change the access (WHO CAN USE) scope to your group, or the whole organization, as needed
For customers that want to upload a new version of a form (as they change regularly), you can quickly create a new document template and apply the filed overlay from your existing template.
Two steps are involved:
- Upload the new form
- Apply the field overlay
To do this you will need to have a copy of the document version you want to apply the field overlay to. In the case of the IRS documents, you can obtain them from the IRS.gov web site.
You also need to be the owner of the template that you want to use as the field overlay for the new form.
With the Create a Library Template page open:
- Enter a Template Name for you new template
- Ideally something that identifies the template uniquely. The name can be changed later
- Upload the new file that you are basing the new document template on
- Click the Preview & Add Fields button
- This launches the authoring environment
- Enter a Template Name for you new template
If the structure of the page was very similar (as IRS forms generally are) the field placement should align very closely.
However, it's worth taking a couple minutes to look over the template and make sure the fields are aligned as you like.
Now is a good time to adjust the fields and their properties as you like to better fit your expectations.
When you are satisfied, click the Save button in the bottom-right corner to save the document template.
Once the document is saved, you will find the new template on your Manage page in the Library Templates section
Test your document internally to ensure that everything works as you expect.
When you are confident that the form is correct:
- Edit the new template on the Manage page
- Set the final Template Name that you want displayed
- Change the Template Properties to grant access to your group/organization
Optionally change the legacy form's Template Properties to an access scope of Only Me, keeping it safe in case you need to revert back to the old template