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Can I replace the form's template instead of creating a new form?

  • July 16, 2025
  • 2 replies
  • 38 views

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Hello, I need to make a change to the template for a form.

Am I able to replace the existing template in the form? Or do I need to create a new form altogether?

I’ve done some tests, and it looks like all the fields that were created are lost when the template is replaced.

Just to clarify, the template is the document (XLSX, PDF, DOCX) that we use as the basis for the DocuSign form. As always, thank you for your time and orientation. Salvador

Best answer by sgarciav

This provided the answer:

 

 

 

2 replies

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  • July 17, 2025

This provided the answer:

 

 

 


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Hi there ​@sgarciav,

Thank you for your question, and we're glad you found the solution! Favor, could you please mark your answer as the Best Answer ✅? This will benefit other members with similar questions find the solution more easily. Thank you!

 

Regards,

Melanie | Docusign Community Moderator
If this helped, feel free to click "Best Answer"!