How to create Acrobat Sign templates and upload them to B2Core
This instruction describes how to create Acrobat Sign templates, add form fields to your templates and upload the created templates from Acrobat Sign to the B2Core Back Office.
How to create an Acrobat Sign template
Note
This instruction is created based on the latest version of Acrobat Sign as of this writing.
Due to possible changes to the procedures described here, we suggest that you consult the official Acrobat Sign documentation and specifically the Create and manage document templates tutorial, or contact their support in case if you have any questions.
To create a document template using Acrobat Sign, do the following:
Navigate to the Acrobat Sign web page and sign in to your profile.
On the Home tab, click Create a reusable template.
In the Template Name field, specify a name for your document template.
Note
The names of a document template and parameter preset (if applied) must be the same as the name of a paid service with which they are associated.
Drag and drop one or several template files into the Files section, or click Add Files, and then browse your computer for the files.
To add form fields to your template, click Preview & Add Files.
When sending a document for signing, the fields for adding such information, as a client’s company, country and address, can be automatically filled in with the client-related data stored in the B2Core Back Office.
In addition, you can add forms fields that will be automatically filled in with parameter values from an associated parameter preset.
The form fields are grouped by categories, such as Signature Fields, Signer Info Fields and Data Fields.
Expand the categories displayed on the right side of the page, and then drag and drop the required form fields onto the designated places of your document template.
See How to set up form fields added to a document template to learn more.
When you have finished adding the form fields, click Save.
To view the list of created Acrobat Sign templates, switch to the Manage tab, and then select Templates in the menu.
How to set up form fields added to a document template
It is important to properly set up form fields when adding them to a document template. This way, you can be sure that they are automatically filled in with the appropriate data when creating a document based on the template.
To add and set up form fields, do the following:
To add form fields that will be filled in with client-related data (such as a client’s company name, address or country) or to add form fields that will be filled in with parameter values from an associated preset, expand the Data Fields category.
Drag and drop the Text Input field to the designated place of your document template.
Right-click the added form field, and then edit the following field settings:
Specify an appropriate name for the form field.
If a form field must be filled in with the client-related data stored in the Back Office, use the names listed in the table below.
If a form field must be filled in with a parameter value from an associated parameter preset, the field name must be the same as the name of a corresponding parameter.
For example, if you have the Payment period parameter with the following values:
weekly,monthlyandyearly, you must name the corresponding form field “Payment period” as well. When sending a document for signature, the “Payment period” form field is automatically filled in with the value saved in the associated parameter preset.From the Assigned To drop-down list, select a participant to which a form field is assigned.
The participants should fill in the fields assigned to them when a document is sent for signature. Alternatively, such fields can be filled in automatically with the data related to a participant, which is stored in the B2Core Back Office.
You can specify the following participants:
Participant 1 — the first client specified as a recipient of a document sent for signature. Newly added form fields are assigned to Participant 1 by default.
Participant 2 — the second client specified as a recipient of a document if two client signatures are required.
Sender (Prefill) — a Back Office user that approves a document before it is sent to the clients for signature.
Select the Required checkbox to mark a field as required.
Select the Read Only checkbox to prohibit editing the data specified in a field when a document is sent to a client for signature.
To add a signature field to your template, expand the Signature Fields category, and then drag and drop the Signature field onto the designated place of your document template.
To add a form field for specifying signer name, expand the Signer Info Fields category, and then drag and drop the Name field onto the designated place of your document template.
The required name for a form field in Acrobat Sign |
The corresponding B2Core Back Office field |
|---|---|
Company Full |
The form field is filled in with a client’s company name specified in the Company Full field displayed on the General tab in client details. |
Address |
The form field is filled in with a client’s address specified in the Address column on the Contacts tab in client details. |
Country |
The form field is filled in with a client’s country specified in the Country field on the General tab in client details. |
Day |
The form field is filled in with a date at which a document was sent for signing, as per the Back Office server time. |
Month |
The form field is filled in with a month in which a document was sent for signing, as per the Back Office server time. |
How to upload Acrobat Sign templates to the B2Core Back Office
To upload newly created Acrobat Sign templates to the B2Core Back Office, as well as get the latest template updates, do the following:
Navigate to Clients > Services > E-Signature > Templates in the B2Core Back Office.
Click Refresh Data in the upper-right corner of the page.