Create e-sign templates with Adobe Sign
You or your department may find that they are sending repetitive documents out to different recipients. Adobe Sign has made this easy with the use of templates. Templates are forms that have custom fields that can be saved and sent to different recipients as needed.
There are two different ways of creating templates: During the creation of a new e-signature request or through the Create e-sign template from the E-sign main menu. You'll find both methods outlined below.
During the creation of a new e-signature request
If you have followed the creation of a new e-signature request instructions and marked the "Save as template" option (as shown below) the next steps will note what comes next.
After clicking Send a Save as template prompt will pop up asking you to name your template.
Enter the name and click Save and Send.
The next screen will display a confirmation that your e-signature request was successfully sent. You'll notice a green banner across the top of the page advising that your template was successfully saved.
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From the e-Sign main menu
From the main menu of the Adobe Sign landing page, click on Create e-sign template
Name your template.
Select the file you wish to use. You can either drag files straight into the area or click on Add Files to select them manually.
Example of dragging files into the Drag & Drop area
Example of manually selecting the files after clicking on Add Files.
Set the Template Type
Reusable document is best suited for a document with form fields that you need to send often. This option is the default and is the most popular option.
Reusable form field layer contains form fields in specific locations that can be applied to any agreement. You can apply the desired form field layer template to your agreement when you preview it.
Set the Who can use this template.
Click on Preview & Add Fields to proceed.
Adobe Sign will automatically scan your document for form fields, such as signatures and dates. You can select Place All Fields to let the software guess where the needed fields will be.
If you wish to manually insert fields look to the menu on the right. You may choose to insert Signature Fields, Initial fields, Signature Blocks, Timestamps, Names Fields, E-mail Fields, Date fields.
Click on the item you wish to insert in the document and drag it onto the form. In our example, we've clicked and dragged the Signature Block option into a blank section of the document.
We'll also add the Date below the signature block.
To finish the template, click Save at the bottom right.
