Skip to main content

Templates

Use your Adobe Sign templates (library documents) with SignFlow to standardize signing workflows.

What are Templates?​

Templates are reusable document layouts stored in Adobe Sign with pre-defined signature fields, form fields, and recipient roles. Instead of uploading a document each time, you select a template and SignFlow uses it to create the agreement.

Using a Template​

  1. Open an item and click Send for Signature
  2. Instead of uploading a file, browse or search your Adobe Sign library documents
  3. Select a template
  4. Fill in the remaining agreement details (recipients, message, etc.)
  5. Click Send for Signature

You can also combine templates with uploaded files — both are sent as part of the same agreement.

Form Field Mapping​

Templates often include form fields (name, date, company, etc.) that signers fill in. When an agreement's status changes in Adobe Sign, SignFlow can sync filled form field values back to your monday.com board columns.

How fields are matched depends on your Column Mapping configuration:

  • Name-matching — SignFlow matches Adobe Sign form field IDs to monday.com columns with the same name (or a normalized version of it)
  • Custom mappings — You explicitly map a specific form field from a specific template to a specific board column

Example​

If your Adobe Sign template has a form field with ID company_name, and your monday.com board has a column titled "company_name", SignFlow will automatically sync the signer's input to that column when the agreement status changes.

For more control, set up a custom mapping to link any form field to any column.

Template Permissions​

  • Templates are pulled from your connected Adobe Sign account
  • Shared templates (Adobe Sign library) are visible to all workspace users
  • Personal templates are only visible to the user who connected their account
tip

For team-wide consistency, ask your Adobe Sign admin to share templates via the Adobe Sign Library.