Hi @mishacookie,

Welcome to the Docusign Community!

We are glad to have you here and can't wait to help share as much knowledge as possible.

I understand that you are looking to replace the document in your envelope or template, and I will provide you with the steps to set it up.

You can replace the document in an existing template in Templates>My Templates>Actions>Edit. The option to replace the document both in the template or an envelope will be available during the Add Documents step of the envelope creation process. You can find detailed steps on this process, here:

Delete or Replace a Document
 

Feel free to let us know if you need further assistance with this. 

Thank you for using Docusign, we hope you have a wonderful rest of your day! 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

Hi @mishacookie,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

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

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!