This article contains prerelease information. Release dates, features, and other information are subject to change without notice.
The new version of this experience includes the most commonly used features, but it does not yet match the full functionality of the classic version. Refer to the Supported Elements page for a list of currently available features and those still in development. Additional features will be added in future releases.
Configure access for users to create reusable library templates and share them with their group or account.
If you regularly send standard agreements, creating a template can significantly speed up the process and ensure consistency across signed documents.
Templates let you predefine fields and signature placements, minimizing or eliminating the need for manual adjustments for each agreement.
Investing time in setting up a well-structured template with clear, validated fields offers additional benefits—especially if you analyze exported data to track trends in your forms.
Configuration
Availability:
- Acrobat Standard and Acrobat Pro: Enabled by default. Not configurable.
- Acrobat Sign Solutions: Supported; Enabled by default.
- Acrobat Sign for Government: Supported; Enabled by default.
Configuration scope:
Administrators can enable this feature at the account and group levels.
Access this feature by navigating the administrator's configuration menu to Global Settings > Library Documents
Best practices
If your account supports Users in Multiple Groups, consider creating a dedicated group to build templates. Assign a limited number of users to this group to design and manage library documents for all other groups.
Allowing all users to create their own templates can lead to inconsistencies in boilerplate documents and a lack of version control. Too many users managing templates can also result in duplicate versions and an overcrowded library.
A smaller, dedicated group ensures consistency in template structure, particularly in field configuration. This consistency improves data accuracy and enhances reporting.
The ability to share with multiple groups isn't yet available in the new experience but is planned for a future release.
If the Allow administrator to share library documents with multiple groups option is enabled, template creation will default to the classic experience.
The configurable options are:
When this option is enabled for a group, the option to Create a reusable template becomes visible on the user's Home page.
If the option is disabled, the Create a reusable template tile is hidden. This does not impact existing templates, it only blocks the creation of new templates.
By allowing your users to share their templates to the account, you can leverage your user's invested efforts to create their own templates for your entire organization.
When disabled, non-administrative users can only create agreements for themselves or their groups.
The option to allow usage to Any user in my organization remains in the pick menu but will trigger a permission error when the template is sent to the field placement environment.
The option to share with multiple groups is not currently supported in the new experience but is expected to be included in a future release.
If the Allow administrator to share library documents with multiple groups option is enabled, the template creation process will default to the classic experience.
The option to share with multiple groups is not currently supported in the new experience but is expected to be included in a future release.
If the Allow administrator to share library documents with multiple groups option is enabled, the template creation process will default to the classic experience.
