Set up your transaction:
- Start a new Request e-signatures action and select your file(s).
- Enter the e-mail address of at least one recipient.
- Complete the configuration of the:
- Email message
- Agreement name
- Reminder
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Support and Troubleshooting
Field Templates can be edited and shared with your group or account like document templates.
Please select the version of Acrobat Sign you are using:
Set up your transaction:
At the bottom of the list of fields (in the left-hand panel), expand the Field templates drop-down.
All available field templates are listed.
Choose a template from the dropdown list.
The field template is applied over the file document. Opening the Field templates drop-down shows the applied field template with a check along side.
Note that candidate fields are still available in case the field template doesn't contain all of the required fields for the underlying document.
If overlapping fields are detected, an error message appears.
If the template is longer than the document, fields extending beyond the document’s length will be lost, and an error message will indicate unassigned fields.
Selecting the Undo button on any of the messages will remove all fields applied.
Adjust or add fields as necessary, ensuring all fields are correctly assigned to their respective recipients.
When all fields are correctly defined, select Send.
If the Create a Reusable Template tile is not visible on your Home screen, contact your account administrator to enable the feature for your group.
Set up your transaction:
Navigate to the first page where the field template should be applied and select the recipient to which you want the fields on the template to be applied.
In the authoring environment, select the Field templates dropdown in the upper-left corner.
Choose a template from the dropdown list.
The field template is applied over the file document.
If overlapping fields are detected, an error message appears.
If the template is longer than the document, fields extending beyond the document’s length will be lost, and an error message will indicate unassigned fields.
Selecting the Undo button on any of the messages will remove all fields applied.
Adjust or add fields as necessary, and when all fields are correctly defined, select Send.
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