Library - any templates or workflows that exist in your group(s)
Group - a collection of users with a shared library
Template - a reusable document or set of fields
Workflow - a predefined document, and signing order for users
Web Form - a public form that can be started by non-Adobe Sign users
Note: web forms cannot be edited after being published, a new web form has to be created. This is why best practice is to always create your documents as a reusable template.
Under Files, select Add Files, under Library, select Templates and select the template you would like to use.
How do I edit a web form or a template after creation?
Go to the Manage tab, and you should see Templates and Web Forms listed on the left sidebar.
Web forms cannot be modified much - you can only replace counter-signers, and CCs.
Only the fields on a Template can be modified. If the actual document needs to be replaced, a new template needs to be created. See Best Practices for versioning suggestions.
How do I create or edit a workflow?
Go to the Groups tab
Select Workflows on the left
To create a new workflow, you will see a circled plus icon on the right side, select that.
To edit a workflow, select one of the existing workflows in the table.
Best Practices
For any shared webform or workflow, create a template.
Always create any template, web form, or workflow within a group or shared with a group.
When versioning templates (ie, replacing a document), include the current date as a unique identifier. The recommendation is the following format:
Document Name (vYYYYMMDD) - so for example, Affirmative Action Thing (v20221017).
If multiple revisions are made of the same template on the same day, use non-numeric characters to further differentiate: Affirmative Action Thing (v20221017a), Affirmative Action Thing (v20221017b), etc.
When versioning web forms, you can keep the name identical as the previous revision, since signers see the web form name, but be sure to Hide the previous revision of the form once you publish the new one.