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Uploading a Template to Liscio's eDoc Library

Uploading a Template to Liscio's eDoc Library

Liscio Support avatar
Written by Liscio Support
Updated over a week ago

Note: Adobe Sign does not allow users to edit the text of a document. Adobe Sign only allows users to edit the document using the authoring tools, such as adding a text box or signature field. If edits should be made to the document, please make those changes in Word before uploading as a template.
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  1. Select eDocs in the vertical (Left-Hand) Menu.

  2. Select Template Library β†’ +Add Template to Library.

  3. Name your template.

  4. Drag & drop your template, choose from the Liscio Vault or a Document Management System, or select Browse.

  5. Select Preview and Add Fields.

  6. The Adobe Sign integration will now pop up. You can drag & drop fields onto the template. Please note that you can also use the Form Fields tool in the upper-left corner - Adobe Sign can detect what fields will likely be fillable.

  7. Select Save.
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