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I have an updated template that needs to be added an envelope with multiple documents within. Don't see how to do that.

C
Docusign Employee
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I have an updated template that needs to be added an envelope with multiple documents within. Don't see how to do that.

Best answer by Community Expert

So whenever I have sent an envelope or created a Template and needed to alter the document, I have always used the Replace function as long as the document/envelope is not "In Process". Basically if you send out an envelope and use a Template (with an associated document) but that envelope has already been routed and signed by some of the intended Recipients, it becomes an In Process envelope and the document cannot be altered or replaced. If I sent out an envelope and noone has yet taken any action such as a Signature, then I typically can Correct the envelope and replace or add new documents. The only thing I can think of here without seeing the envelope itself is that this is In Process, hence no alterations or corrections are allowed.

In this scenario, if this envelope is "In Process" but you have critical changes to the document that must be approved or signed, the typical answer would be to void the envelope and Send a new envelope with the new document(s).

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C
Docusign Employee
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By the information provided I am not 100% sure of the Use Case. When you refer to a Template, do you mean an existing DocuSign Template? So you are looking to use a DocuSign Template but to add more documents to the envelope? If using a Template, you still have the option to Upload additional documents.

Or perhaps you have an existing Template and when you select Use Template you want to replace the existing document with another?

Please walk through the steps as if you were sending a new envelope and describe the scenario or changes you wish to make and I will gladly provide my further input.

C
Docusign Employee
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Hi. Thank you for getting back to me. I have a template envelope that we use when preparing real estate sale contracts. One of the documents has been updated and I had to create the fields/tags for it and want to now put in the template envelope along with the others. I don't see a way to add to the envelope.

 

C
Docusign Employee
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One more follow-up to help clarify. Are you selecting the "Use a Template" option (New, then Use a Template) when you are trying to add a document (or replace) or are you selecting the Template and then "Edit"?

C
Docusign Employee
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I have to use the new template option as the form has changed but has the same title.

C
Docusign Employee
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Still a little unclear on the process. Perhaps we use different DocuSign interfaces. Do you just login to the DocuSign web application or are you using Transaction Rooms? Maybe if you were able to upload a screenshot of the action New Template so I could see if we are on the same page in relation to the DocuSign process.

C
Docusign Employee
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Using the web application

C
Docusign Employee
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So whenever I have sent an envelope or created a Template and needed to alter the document, I have always used the Replace function as long as the document/envelope is not "In Process". Basically if you send out an envelope and use a Template (with an associated document) but that envelope has already been routed and signed by some of the intended Recipients, it becomes an In Process envelope and the document cannot be altered or replaced. If I sent out an envelope and noone has yet taken any action such as a Signature, then I typically can Correct the envelope and replace or add new documents. The only thing I can think of here without seeing the envelope itself is that this is In Process, hence no alterations or corrections are allowed.

In this scenario, if this envelope is "In Process" but you have critical changes to the document that must be approved or signed, the typical answer would be to void the envelope and Send a new envelope with the new document(s).

C
Docusign Employee
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When I have to send new documents to a client I go to Templates. I select the residential sale contract envelope that contains multiple documents all tied to the envelope. The actual sale contract changed. I need to use the new form with tags and put into the envelope.

C
Docusign Employee
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Do you see an "Advanced Edit" button on the page after you select Use on the Template? If so click that button and it should present a screen where you can Add/Remove/Replace the associated documents.

C
Docusign Employee
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Thank you. I will try that. Appreciate your time.

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