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D
daniels50310362
Participating Frequently
April 12, 2016
Question

edit document template

  • April 12, 2016
  • 1 reply
  • 1068 views

HI all,

I have a echosign template with 10 fillable fields. Now the base document had a word changed. Is there a way to edit the base document without having to delete the template, import the base document again and add all 10 fields again?

thank you.

This topic has been closed for replies.

1 reply

C
crs2016
Participant
April 17, 2016

I cannot locate where to edit a document either.

R
Rijul Raj Khurana
Inspiring
April 18, 2016

Hello Cynthia,

You can follow below workaround for that:

1. Make sure your current template is reusable form field layer.

2. Go to Dashboard->Add template to library and upload new document.

3. In Preview page, click paper icon on top left to apply the previous form field layer and save.

In this way, your new document would have form fields from previous template and saved.

Regards,

-Rijul

D
daniels50310362Author
Participating Frequently
April 20, 2016

Hello Daniel,

Just go to editing mode of template and on top right, click show properties and check "Form Field" and save.

Regards,

-Rijul


That what I was worry about. I have an individual account, so no "show properties" for me.

thank you for your help anyway.

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