Uploading Sandbox Forms into Acrobat Sign (Production)

Summary

This article will cover how you can push a finished sandbox form to the production environment for use.

Procedure

1. Login to your "Acrobat Sign" account and click on the "Groups" tab.
   
    
2. Click on the "Sandbox Sync" drop down menu and select the type of form you would like to upload into the sandbox environment (ex. Templates, Web Forms, Custom Workflows, etc...)
   
    
3. Enter your credentials to login into and connect your Acrobat Sign account to the Acrobat Sign sandbox environment.
4. Once connected, forms showing in "Local" are in the production environment, whereas the forms showing in "Remote" are in the Sign sandbox environment.
   
    
5. Hover over the form in "Remote" you would like to place in the production environment and click the "Copy" or "Copy As" button.
   
    
6. If you click "Copy As" you will be prompted to rename the form - otherwise, you will receive a "Request Successful" message.
   
    
7. The form will now appear with the local forms.
8. Click the "Manage" tab, then click on the type of form you just uploaded to access it.
   

Additional Notes

• Link for Acrobat Sign production environment: Acrobat Sign account
• Link for Acrobat Sign sandbox environment: Sandbox account