How to Upload a Template to Liscio's eDoc Library

How to Upload a Template to Liscio's eDoc Library

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. 

  1. Click EDOCS on the left-hand side. 
  2. Click Template Library.
  3. Click +Add Template to Library.
  4. Name your template.
  5. Drag & drop your template, choose from Liscio Vault, or click Browse.
  6. Click Preview and Add Fields.
  7. 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. See a quick tutorial below. 
  8. Click Save.

‚ÄčA few notes on the template setup:

  • Double-click to make fields required. 
  • To bring in signatures, use Signature Fields.
  • To bring in signer info (date, title, etc.), use Signer Info Fields.
  • To bring in text boxes, dropdowns, checkboxes, and radio buttons, use Data fields.
  • To request attachments, use More Fields and drag and drop the File Attachment field. 

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • Adobe Sign Limitations

        Typeface (Fonts) Adobe Sign operates with a total of six fonts (Source Sans Pro, Source Serif Pro, Source Code Pro, Roboto, Slabo13px, and Lato). If templates in Liscio are set up using a font outside of Adobe's font list, problems may occur with the ...
      • eDoc Template Examples

        Attached are eDoc example templates in both PDF and Word format: General Tax Questionnaire ACH Authorization Form The questionnaire is hardcoded. This means the fillable fields will populate when uploaded to your eDoc Template Library. Related ...
      • Liscio eDoc/KBA Pricing & Breakdown

        Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement ...
      • How to Send an eDoc

        1. Click +Add New. 2. Click eDoc. 3. Choose the Recipient(s) and click OK. Click back in the To field to add additional recipients. Note: eDocs can have multiple signers. This only counts as one document. 4. Choose to have a Signing Order or not. ...
      • Disconnecting the eDoc Adobe Integration

        Adobe Sign is integrated into Liscio through eDocs. Firm Admins have the ability to disconnect the Adobe Integration. This might be necessary if the designated Firm Admin needs to be changed, for example, if that employee leaves the firm. This allows ...