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The video tutorial discusses how to replace a document without losing the template, saving time and effort. Instead of creating a new template from scratch every time a document is updated, you can replace the underlying document in the template. The tutorial explains how to do this and is presented by Sofian Saudi, the founder of Solution Consulting, a company that helps automate document workflows for financial advisory firms. Viewers can book a complimentary call for help with templates or integrations.
