Sonoma State University

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Using an Adobe Sign Template

To use an existing template in Adobe Sign online:

  1. Log into Adobe Acrobat Sign.
  2. Click the "Start from Library" button. 
Acrobat Sign send document for signature panel with an arrow pointing to the "Start from library" button
  1. Use the search bar to find the template you want to use and click "Start."
Numbered instructions indicating first selecting a template and then clicking start

On the next page, you'll see that your template file has been loaded for you.

Example of a template file loaded into the Add Files window
  1. Add a recipient email address in the Email field. Click the "Add recipient" (plus sign in a circle) button to add as many recipients as you need. Enter the email address for each one.
Flags indicating where to enter the email address and where to click to add another recipient
  1. Click "Preview & add fields."
A blue button that reads "Preview and add fields"

You'll see the document with fillable fields and signature fields highlighted. Each signer will have a different color field assigned to them. In the sample below, there are three different signers. You can adjust and add fields from this page, but generally a template will have been set up with all the fields you need assigned to the correct recipients based on the emails you entered in the last step.

Document extract with several fields highlighted in different colors indicating different recipient fields
  1. When you're satisfied with your document, click "Send." 
Blue button that reads "Send"

Emails will be sent to your recipients notifying them of the signature request, and all parties will receive a copy of the fully executed document once it is complete.