Actual templating

[joshwithers]

My clients need to sign Australian federal government paperwork with me, the PDF changes but the places they sign doesn't. It would be great to set up a template for what Docuseal currently calls templates, so I can upload their personal PDF and the signature boxes etc carry over.

[AlexBTurchyn]

@joshwithers Thanks for your suggestion.

I believe there's an alternative that might serve your needs. In the latest release (1.0.6), it's possible to replace a document in the template without losing any of the fields you've already set.

So, what you could do is clone the template and replace the document in the clone. This way, all the previously marked fields would be preserved.

Hope you can give it a try and please let me know how it works for you.

[joshwithers]

Ahh that looks cool, I'll wait for that update to come to the Railway version

[AlexBTurchyn]

@joshwithers Railway version is not updated automatically, so your instance must be updated manually. I prepared instructions on how to do it. Let me know if something is wrong.

[joshwithers]

thank you! — Josh Insert a cool email signature here withers.co

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On Mon, 31 Jul 2023, at 10:29 AM, Oleksandr Turchyn wrote: @joshwithers <https://github.com/joshwithers> Railway version is not updated automatically, so your instance must be updated manually. I prepared instructions <https://github.com/docusealco/docuseal/wiki/How-to-Update-DocuSeal-App-Installed-Using-the-%22Deploy-on-Railway%22-Button> on how to do it. Let me know if something is wrong. — Reply to this email directly, view it on GitHub <#25 (reply in thread)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/AQH3BGHY2FU57JOPH734IYDXS5UFFANCNFSM6AAAAAA2XSMMCE>. You are receiving this because you were mentioned.Message ID: ***@***.***>