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Learn how to replace a document without losing the template and creating a new one in this tutorial. Instead of wasting time creating new templates every time your documents get updated, you can simply replace the underlying document in the template. This method eliminates the need to redo all the steps such as uploading documents, adding recipients, fields, workflows, and configuring settings. Find out how to do this in the video by Sofian Saudi, the founder of Solution Consulting, which helps automate document workflows for financial advisory firms using docHub e-signature. Book a complimentary call for help with docHub templates or integrations.
