Replacing the underlying PDF in your Workflows and/or document templates is an easy way to keep them up to date whilst also preserving all your existing fields.
To replace a PDF:
- Navigate to your document template or Workflow
- If your Workflow contains multiple PDFs, navigate to the relevant PDF
- Select Replace document in the PDF editor panel to the right
- Upload your new document
- Save
Notes:
- Once a document has been replaced, the action cannot be undone. If you made a mistake, discard your draft changes instead.
- Updating a document template or Workflow will not update any instances of the PDF that are already in use elsewhere. For example, if you previously used a template to create a Workflow, the Workflow will not be updated when you replace the PDF on the original document template.
- If the formatting of your document has changed, you can quickly shift fields around by using the multi select tool and keyboard shortcuts.
- Once a document has been replaced, the action cannot be undone. If you made a mistake, discard your draft changes instead.
- Updating a document template or Workflow will not update any instances of the PDF that are already in use elswhere. For example, if you previously used a template to create a Workflow, the Workflow will not be updated when you replace the PDF on the original document template.
- If the formatting of your document has changed, you can quickly shift fields around by using the multi select tool and keyboard shortcuts.
