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Edit a template

Forum|Forum|2 years ago
April 19, 2024
4 replies
570 views

We are needing to edit our Bank name in documents in our templates that we have uploaded. Can someone direct me to where I can find how to do this? I don’t want to have to redo all of my forms that have required fields it them. I am new to this, so I am struggling. Thanks!

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Best answer by JohnSantos

@mgreen - Please note, when replacing your documents with PDF documents that include form data, you will be prompted to select one of 3 options. Select Delete data so you don’t replace the fields from your template with the fields from the uploaded PDF. This will not be the case if you upload a word document.

D

David.Schmitz

Hero

@mgreen You can use the “Replace” option in the Template to swap one document with another without losing the DocuSign fields. Edit the Template, select the three dots in the lower right corner of the document (aka More options) and select “Replace”. Locate the new document that has the text change and highlight and open. That swaps the old document for the new document. I always select Next to check the position of fields and to verify the text changes of the new document. Then save the changes to the Template.

JohnSantos

Answer

Guru

@mgreen - Please note, when replacing your documents with PDF documents that include form data, you will be prompted to select one of 3 options. Select Delete data so you don’t replace the fields from your template with the fields from the uploaded PDF. This will not be the case if you upload a word document.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

M

mgreen

Author

Newcomer

Yall are amazing!! Thank you so much!

C

Christopher.Alpizar

Docusign Employee

Hi @mgreen,

I hope you are doing well.

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If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

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Best regards,

Christopher | Docusign Community Moderator

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