How to Update a Template in an In Progress Envelope

Question

I have updated several existing templates and need to know what happens to the in progress envelopes that were created using these templates before they were updated. Is there a way to go into the in progress envelope and update to the newer template?
I have tried using “Manage Applied Templates” but it does not update to the new version.
Any help is appreciated.

Jenny.Martin · Accepted Answer

Hello ​@SJW,Thanks for reaching out to the Docusign Community -- great to have you here!When templates are updated, those changes do not affect any envelopes that are already in progress. In-progress envelopes remain tied to the version of the template they were originally created from and cannot be updated to the newer template version.Each envelope is a separate, independent copy of the template at the time it was created.I hope this helps clarify things! If you found this response helpful, feel free to give it a like or mark it as the best answer. Let us know if you have any further questionsBest Regards,Jenny |Docusign Community ModeratorIf this clears things up,like 👍and mark it as “Best Answer” so others can find it,too!

Jenny.Martin · Answer

Hello ​@SJW,I hope you're doing well.I'm following up on the above solution provided. Could you please confirm whether itaddressesyour question? If it did,can you please mark it asBest Answer✅" to assist other users with similar inquiries and improve its visibility.Let us know if we can help with anything else.Wishing you a smooth rest of your day!Regards,Jenny | Docusign Community Moderator

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