DocHub is an excellent alternative to DocuSign, offering a broad set of PDF editing tools and a straightforward interface. Get the most out of this robust solution for online document management at the most attractive prices.
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In this video tutorial, we will learn how to replace a document in a template without losing the template itself. Instead of creating a new template from scratch each time a document is updated, we can simply replace the underlying document in the template. This process saves time and eliminates the need to re-upload documents, add recipients, fields, workflows, and configure settings. The tutorial is presented by Sofian Saudi, the founder of Solution Consulting, which helps financial advisory firms automate document workflows using DocHub e-signature. To learn how to replace documents in templates and for help with DocHub templates or integrations, viewers can book a complimentary call through the link in the video description.