Edit the document before sending

Is it possible for me to download a template and edit the document before sending it to a customer? I want to be able to keep my formatting, but also having the freedom to make adjustments to the wording of the contracts before you send them.

Hi Jae,

If you use a template, then I would recommend using "layer of reusable form field" and this is the same documentation:

https://helpx.Adobe.com/document-cloud/help/reusable-form-field-layer.html

Before that, you need to create by going to the dashboard-> add a template to the library and check the second option 'Create as a layer of reusable form field' and save it.

Kind regards

-Usman

Tags: Adobe Sign

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