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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Select EDOCS in the Left-Hand Menu.
Select Template Library.
Select +Add Template to Library.
Name your template.
Drag & drop your template, choose from the Liscio Vault or a Document Management System, or click Browse.
Select Preview and Add Fields.
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.
Select Save.
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