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Change Form used in Workflow

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I am having difficulty figuring out how to Change the form used in my workflow. I go to the Document Generation Configuration screen an see the below. If I click on the link that says NDA / DNA MOU Configuration, it only shows options for the workflow and a template and few other settings,

I don’t see the ability to change the Workflow to use a copy of the form such as below NDA MOU FORM_Copy.

What am I missing?

If I open up a form not attached, it will display

This form is not being used by any configurations. Open Configurations to start using this form.,

I open up configurations and am in the same spot again...

CLM

Pawan GangwaniAnswer

Hero

Hello @extol7

At the “Template” Place above you can see “NDA template” if you click on that you will be able to edit that and choose new form, see SS below:

and if want to another new form you see option in left:

Keep me on Radar, if any assistance required!

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Pawan Gangwani

Hero

Hello @extol7

Welcome to the DocuSign Community!

If I am not wrong, you want to change the workflow for the Copy form or may be wanting to configure for copy form, right?

LMK!

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extol7

Author

Active Voice

Hello @Pawan Gangwani and Thanks!

I have the correct workflow configured in the Actions Menu, but want to change the form being used. When I open the configuration, I don’t see a ‘Use this form’ section:

I only see the option to change workflow, template, and folder...

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J Herschel

Pawan Gangwani

Answer

Hero

Hello @extol7

At the “Template” Place above you can see “NDA template” if you click on that you will be able to edit that and choose new form, see SS below:

and if want to another new form you see option in left:

Keep me on Radar, if any assistance required!

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Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

extol7

Author

Active Voice

AHA!

Thank you @Pawan Gangwani , I did not realize you could click on the Template itself to change, only the buttons. I knew it would be right under my nose.

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J Herschel

Pawan Gangwani

Hero

AHA!

Thank you @Pawan Gangwani , I did not realize you could click on the Template itself to change, only the buttons. I knew it would be right under my nose.

No worries, it’s easy to miss sometimes! Glad you found it, though – that’s the best feeling when something clicks right into place!😃

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