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Is there a way to edit just one document (remove and replace or add) to a packet of documents already created without having to start over in assigning all fields to all documents within the packet?

  • March 7, 2023
  • 4 replies
  • 260 views

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Is there a way to edit just one document (remove and replace or add) to a packet of documents already created without having to start over in assigning all fields to all documents within the packet?

Best answer by Community Expert

Hi,

Thank you for reaching out here in the DocuSign Community. 

You can update your document (with no completed fields) in an in-progress envelope or in a template by clicking the three dots menu at the bottom right corner of your document, and selecting "Replace".

By replacing your document instead of deleting it, you will be able to retain its related fields and other configurations.

For more details on this topic, see:

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 

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

4 replies

Forum|alt.badge.img

Hi,

Thank you for reaching out here in the DocuSign Community. 

You can update your document (with no completed fields) in an in-progress envelope or in a template by clicking the three dots menu at the bottom right corner of your document, and selecting "Replace".

By replacing your document instead of deleting it, you will be able to retain its related fields and other configurations.

For more details on this topic, see:

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 

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


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  • Newcomer
  • September 11, 2024

I don’t want to replace the entire document.  I need to replace ONE page out of 30 pages.


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  • New Voice
  • October 21, 2024

I’m trying to do the same thing.  Was this ever answered?


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  • New Voice
  • October 21, 2024

Never mind, found another post.