• How to video:

If after making a template, you realize you need to change your pdf document slightly, it is possible to SWAP the pdf with another one, without losing any of your work.

If you ‘EDIT’ your template, or ‘go back’ to return to the ‘main template name / description page

Add Documents to the Envelope, click on the ‘3 dots’ to the right of the file name, click REPLACE.


To replace the file, select the independent-study-form2.pdf, to see how the fields are saved, you can just move things around…


  • Video Included: Video Included