How can I add a Document template to my library of templates with forms already implemented?
How can I add a Document template to my library of templates with forms already implemented?
I use the same contract repeatedly to different customers and need to set up the custom fields every time which is a total pain. Also, there is no option 'Add a Document Template' in my account anywhere, where the tutorials do not say that it should be or anywhere else.
How can I fix it?
Ben
Hello Ben,
You can go to the dashboard-> additional functions and click on "Add document to the library", and then can download the form inside. If your document already contains form fields, they would automatically get detected. Otherwise, you can also add form fields in EchoSign too.
Kind regards
-Usman
Tags: Adobe Sign
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