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How to Replace a Document in an Existing Template in Blueink
How to Replace a Document in an Existing Template in Blueink
Elyca Mae Tansi avatar
Written by Elyca Mae Tansi
Updated this week

Introduction:

In this help article, we will guide you through the process of replacing a document in an existing template in Blueink. This can be useful when you need to update your templates to include new versions of documents or when you want to change the content of the templates you're using. Follow the steps below to seamlessly replace a document in your Blueink template.

How to Use the "Replace Document" Feature in Blueink:

Step 1: Access the Document or Envelope Template

Start by opening the template that you want to work with. This template should already be configured with fields and may contain pre-filled information.

Step 2: Prepare the New Document

Create or get the new document outside of Blueink that has the necessary information. Ensure that this document contains the details you want to include in the envelope.

Step 3: Locate the "Replace Document" Option

Within the envelope template, look for the "replace document" option. This function is designed to swap out the original document with a new one.

Step 4: Follow Provided Instructions

Click on the "replace document" option and carefully follow any instructions provided. These guidelines will walk you through the process of replacing the existing document with the newly created one.

Step 5: Understand the Outcome

Once you've replaced the document, note that the fields may not perfectly align if the new document is different from the original. However, if you use a similar document, the existing information should automatically populate the new one. This demonstrates the versatility and power of this feature.

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Conclusion:

The "Replace Document'' feature in Blueink offers a valuable tool for customizing and adapting your workflows. By following these simple steps, you can seamlessly switch out documents to suit your specific needs, providing a more dynamic and efficient document management experience.

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