How to replace a document while keeping the signatures placement

Use cases :
– A wrong document has been added
– The document has been modified and it must be replaced

Your document must be in “draft” status in order to be replaced.

You can verify if your document is in “draft” in the “status” column.

Follow the steps below to replace your document :

  1. Click on the Options menu, then on Settings

2. Click on Previous at the bottom left

3. Click on Replace (the two arrows)

4. Select a document to replace, then click on Add to my selection

Make sure that the option “Keep signatures tags in new file” is activated (it is ticked by default)

Click on Confirm

You can go on the page “Signature tags” to take a look at your new document. The signatures placements will be kept.

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