[Advisor] How to Edit or Delete Templates plus Swap/Replace Underlying Documents (HelloSign)
Editing and Deleting Templates
Click a template's drop down menu and select Edit Properties to edit the template Name, Description, Permissions, or replace an underlying document. Templates cannot be edited to add or remove Roles.
Click a template's drop down menu and select Edit Fields to edit the items you placed on the template itself (signature areas, custom or auto-filled text boxes, etc.) Field edits can take place when an associated document is out for signature, as it will not change any existing documents -- only those that you create after the edits!
Click a template's drop down menu and select Duplicate to duplicate a template. This will carry over the existing underlying documents you've uploaded, along with all of the fields!
To delete a template, click a template's drop down menu and select Delete. Open documents associated with the template will remain as-is and can still be signed!
👉 Swap/Replace Underlying Documents
Document files you've uploaded for your template can be easily swapped out and replaced with a new document file as long as the number of pages are equal to or greater than the number of pages in the current document. The page orientation must match the orientation of the original document as well.
1. To begin, click a template's drop down menu and select Edit Properties.
2. Under Files, click the Replace Files link next to the documents you wish to replace:
3. Drag and drop your new document file into the Files box, or click within the box to browse + select a file from your computer folders.
If you'd like to add more documents to the template at this time, you can also do this by clicking + Add Another File!
4. Once you're done, click Save.
Your existing fields will remain as-is on the new document you've uploaded. By clicking Edit Fields you can review and make any adjustments necessary!