Can I change the template without losing the fields I have setup?
We’ve all done it – finished creating the perfect Signable template – only to find the document used for the template included an embarrassingly simple spelling error. 😣
Good thing you can replace the underlying document without affecting any of the fields that you have dragged on and setup before! Just follow the steps below and you can quickly update the template:
1. Head to your ‘Templates’
2. Find the template you want to change and click ‘Update’
3. In the right sidebar, you will see a section entitled ‘Replace document’. Just click the ‘Choose new document’ button and select your PDF, Word or Excel file
4. Once complete, your page will refresh and the template will be updated with your new document