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lets take a look at how we can replace the document without losing the template and creating a new one [Music] if youve been creating new templates every time your documents get updated youve been wasting time essentially because theres a better way instead of creating a new template from scratch which means you know uploading your documents adding the recipients the fields workflows configuring settings and all that stuff what you can do is you can replace the underlying document that sits in your template instead of having to create a new one each time the docs get updated and youre going to learn how to do this today in this video and if youre new to the channel my name is sofian saudi im the founder of solution consulting we help financial advisory firms automate document workflows using e-signature and if you want help with templates or integrations you can book a complimentary call using the link in the description down below and if you want to become proficient at lear
