How to Edit an Existing Template

Rates change, clauses get updated, logos get refreshed. Editing a template keeps every future send current — without touching anything already in flight. 

Steps 

1.  Open Templates in the sidebar. 

2.  Find the template and open its menu (⋮). 

3.  Choose Edit. From here you can: 

•  Replace or update the underlying document. 

•  Add, move, or remove fields. 

•  Rename roles or adjust the signing order. 

•  Rewrite the default email message. 

4.  Save. 

What Editing Affects 

•  Future sends use the updated template immediately. 

•  Requests already sent are untouched — they carry the version that existed when they went out, which is exactly what the audit trail requires. 

Tip: For a major revision (new legal terms, new layout), consider duplicating the template first and keeping the old one until the new version is validated — instant rollback if something's off.