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In this tutorial, we will learn how to replace a document in a template without losing the original template structure. Instead of creating new templates every time a document is updated, you can simply replace the underlying document in the template. This saves time and effort as you don't have to recreate the template from scratch each time. The video is presented by Sofian Saudi, the founder of Solution Consulting, a company that helps financial advisory firms automate document workflows using docHub e-signature. You can book a complimentary call for help with docHub templates or integrations through the link provided in the description below.
