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Learn how to replace a document in a template without losing the template itself, saving time by not having to create a new template from scratch every time a document is updated. By replacing the underlying document in the template, you can streamline the process of updating documents, adding recipients, fields, workflows, and configuring settings. This video tutorial by Sofian Saudi, founder of Solution Consulting, demonstrates how to do this using DocHub e-signature. Join his channel for more tips on automating document workflows for financial advisory firms. Schedule a complimentary call for help with DocHub templates and integrations.
