Replace a file in an E-sign template

You can replace the PDF in an existing e-sign template to update the document used for future signature requests.

Update the template:

1. Go to Docs > E-sign templates.
2. Open the template you want to update. If you want to keep the original as a backup, create a copy first.
3. Click Replace file in the top-right corner and upload the new PDF.
4. Review the signature placements and other fields. Adjust them to align with the new document.
5. Save your changes.

Previously signed documents:

Replacing the template file does not change previously signed documents. If employees need to sign the updated version, send them a new e-sign request.

Pending signature requests:

To update requests that are still awaiting signatures:

1. Go to Docs > People’s requests and filter by Pending.
2. Cancel the relevant requests using the old version.
3. Update the template following the steps above.
4. Send new e-sign requests using the updated template.