In eformsign, if you need to make changes to your template file, you can always replace it instead of uploading a new one.

If you replace a template file, any fields already applied on the original template file carry through to the new one.

In eformsign, the method for replacing a template file differs depending on whether the template is created using Web Form Designer or Form Builder.

Let’s take a look at each method.

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① When a template is created on the Web

If you created a template through the web editor by uploading a template file on eformsign, you can easily replace the original file from the Design form screen.

1. Go to ‘Manage templates’ and select the template you want.
2. Left-click on the three dots button on the right side of the tab of the document you uploaded.
3. Click ‘Replace file’.
4. Select the file you want to replace the template file with.
5. The template file is replaced with all the fields in the same place as before.

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② When a template is created using a Microsoft Office program

If you created and uploaded a template using a Microsoft Office program (Word, Excel, or PowerPoint), you can only replace the template file using the same Microsoft Office program.

1. Go to ‘Manage templates’ and left-click the three dots button on the template you want,
2. Click ‘Download file’ to download the file.
3. Open the file in the appropriate program (Word, Excel, or PowerPoint) and edit the document.
4. When you are done with editing, click the ‘Upload’ button in the ribbon menu and select the same template as before.
5. The document is replaced with all the fields in the same place.