How to Replace Templates in DocuSign

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The video above shows document developers how they can replace templates in DocuSign.

1. To replace your DocuSign template without losing the fields you've already created on the template, go to the template that you want to replace in your templates folder.

2. Click edit when you have chosen the template that you want to replace.

3. Under Add Documents to Envelope click on 'more options' for you document.

4. Choose 'replace'. A message box will pop up prompting you to select a new source document.

5. Pick the new source document that you want to use.

6. Once you've replaced the document, click next to go into the form.

7. None of the fields will have changed with the replacement of the source document.