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cm12345's avatar
cm12345
New member | Level 2
3 years ago
Solved

Edit Underlying Document in Dropbox Sign Template

I am looking for a way to create a document template in dropbox sign and easily swap out the underlying document. The document that is the exact same format but we prepopulate user specific informati...
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  • IanSE's avatar
    IanSE
    3 years ago

    Thanks Jay, I did that and got an answer.

    If I am signed into dropbox.com, click on signatures and edit template then it does not let me replace document or add another document.

    However, if instead I sign into hellosign.com, select Dropbox Sign and use the  Sign in with Dropbox button - the replace feature works fine as it is intended to.

    Thanks

    Ian

Jay's avatar
Jay
Icon for Dropbox Community Moderator rankDropbox Community Moderator
3 years ago

Hi IanSE, thanks for the info. I'd recommend contacting the team for further assistance on this matter.

IanSE's avatar
IanSE
Helpful | Level 5
3 years ago

Thanks Jay, I did that and got an answer.

If I am signed into dropbox.com, click on signatures and edit template then it does not let me replace document or add another document.

However, if instead I sign into hellosign.com, select Dropbox Sign and use the  Sign in with Dropbox button - the replace feature works fine as it is intended to.

Thanks

Ian

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