Replace a File in your Template Library

If you need to replace the underlying document on a template, perhaps you’ve made a mistake, or simply need to update the information on it, then you will need to use this feature:

 ‘Replace File’ removes the underlying document, swaps out all your fields and settings to the new underlying document, and then deletes the old file.

To carry this out:

1. Visit the Library

2. Select your Template

3. Click ‘More Options’ ⋮

4. Select ‘Replace File’ on the dropdown

5. Browse your device for the new document

6. Click ‘Replace File’ to Confirm

Before using this feature an Admin-level user will need to enable this function on the Team Settings page:

1. Click your Team name on the top left of the screen

2. Select the ⚙ cogwheel icon on the right of the dropdown menu to visit the Team Settings page

3. Select PDF Security

4. Activate ‘Allow other group members to replace Template PDF when preparing’

5. ‘Save Changes’ to confirm.