DocuSign: Replacing Documents in Templates Without Losing Fields
This guide explains how to effectively replace documents within DocuSign templates while ensuring all existing fields are preserved.
Main Points
The process involves a few key steps within the DocuSign platform:
- Login and Navigation:
- Access the DocuSign website.
- Log in using your credentials.
- Navigate to the Templates section from the homepage.
- Selecting and Editing a Template:
- Locate and select the specific template you wish to modify from your list of templates.
- Click the Edit option for your chosen template.
- Replacing the Document:
- Within the template editing interface, find and click the three-dot icon.
- Select the Replace option from the revealed menu.
- Verification and Best Practices:
- Ensure the new document format is compatible with DocuSign.
- Crucially, verify that the new document aligns correctly with the existing fields. DocuSign is designed to preserve fields, but manual checking is recommended.
- After replacement, thoroughly review the template to confirm all fields are intact and accurately mapped to the new document.
Key Takeaways
- Replacing documents in DocuSign templates is a straightforward process when following the correct steps.
- The Replace function, accessed via the three-dot icon in the editor, is the primary tool for this task.
- Document compatibility and field alignment are critical considerations to prevent issues.
- A verification step is essential to maintain template integrity and ensure smooth workflows.
By following this guide, users can confidently replace documents in their DocuSign templates without losing valuable fields, ensuring their documents remain functional and professional.