Create a reusable template

Creating a reusable document template is one of the best ways to save time and ensure consistency in Acrobat Sign. In this tutorial, learn how to create and save a template in your library for future use. A template can include form fields and signature fields, and you can share this template with others on your team so they can access and use the file for their signature processes as well. Starting on the home screen, select Create a Reusable Template. This opens the Template Creation page.

Start by adding a name for your template. This name appears in your library and makes it easy for you and your team to find the template later.

Then select the file that you want to use as the base for your template. You can drag and drop one or more files directly into the upload area, or select Add Files Link to browse and upload from your local device.

Next, use the type of template you want to create. A reusable document will save the document and allocated form fields, helping to prepare the same file multiple times for signature requests. Or you can create a reusable form field layer. This will only save the form fields with their exact position in the document. And users can apply these to any uploaded document and save time by placing form fields on a document that for instance tends to change for every process. Both allows you to save the document and its form fields for reuse. For frequently used documents, select Reusable Documents. Next, decide who can use the template. Only me keeps the template private. Any user in the group shares the template with your team to reuse. And any user in my organization shares the template with the entire organization.

Note, shared templates can be used by others, but they cannot be edited or deleted by them. Selecting Preview and Add Fields opens the template in the authoring environment. Here you can drag and drop signature fields, date fields, and text fields. Now the benefit of a template is that you only need to set up these fields once, and then reuse them every time you want to send the document. I’m going to quickly drag and drop a few fields here. And then when all the fields are placed and configured, select Create. Your document is now stored in the Acrobat Sign Library. Anytime you want to use the template, simply go to the home screen and select Start from Library.

You can choose your saved template, and then click Start. Everything is pre-populated for you, and you simply enter the email address of the recipient. And that’s how easy it is to create and use a document template.