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.
- Click EDOCS on the left-hand side.
- Click Template Library.
- Click +Add Template to Library.
- Name your template.
- Drag & drop your template, choose from Liscio Vault, or click Browse.
- Click 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. See a quick tutorial below.
- Click Save.
A 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.
Related article: eDoc Template Examples | eDoc Authoring Tools
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