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[GH-ISSUE #1458] Replace Document in Templates #412

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opened 2026-02-26 18:46:57 +03:00 by kerem · 3 comments

kerem commented

2026-02-26 18:46:57 +03:00

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Originally created by @ArbiterGR on GitHub (Nov 11, 2024).
Original GitHub issue: https://github.com/documenso/documenso/issues/1458

Feature Description

Hello, could you please consider adding document replacing in templates? That way when we have a new version of a file, we would not have to redo the template from scratch.

Use Case

It will save lots of time without having to redo the template from scratch.

Proposed Solution

There could be a button near "Edit Template" to Replace the document. Upon selecting a new file, it will retain or previously set fields.

Alternatives (optional)

No response

Additional Context

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Please check the boxes that apply to this feature request.

I have searched the existing feature requests to make sure this is not a duplicate.
I have provided a detailed description of the requested feature.
I have explained the use case or scenario for this feature.
I have included any relevant technical details or design suggestions.
I understand that this is a suggestion and that there is no guarantee of implementation.
I want to work on creating a PR for this issue if approved

Originally created by @ArbiterGR on GitHub (Nov 11, 2024). Original GitHub issue: https://github.com/documenso/documenso/issues/1458 ### Feature Description Hello, could you please consider adding document replacing in templates? That way when we have a new version of a file, we would not have to redo the template from scratch. ### Use Case It will save lots of time without having to redo the template from scratch. ### Proposed Solution There could be a button near "Edit Template" to Replace the document. Upon selecting a new file, it will retain or previously set fields. ### Alternatives (optional) _No response_ ### Additional Context _No response_ ### Please check the boxes that apply to this feature request. - [X] I have searched the existing feature requests to make sure this is not a duplicate. - [X] I have provided a detailed description of the requested feature. - [X] I have explained the use case or scenario for this feature. - [X] I have included any relevant technical details or design suggestions. - [X] I understand that this is a suggestion and that there is no guarantee of implementation. - [ ] I want to work on creating a PR for this issue if approved

kerem

2026-02-26 18:46:57 +03:00

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kerem commented

2026-02-26 18:46:58 +03:00

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@doug-andrade commented on GitHub (Nov 22, 2024):

It sounds like you want to replace the PDF while keeping all the fields where they are.

Another signing software called dotloop has a feature similar to this. If you upload a PDF, you can choose to "apply a template", and it will apply all the fields from a different template with the same settings, such as locations, font sizing, etc.

@doug-andrade commented on GitHub (Nov 22, 2024): It sounds like you want to replace the PDF while keeping all the fields where they are. Another signing software called dotloop has a feature similar to this. If you upload a PDF, you can choose to "apply a template", and it will apply all the fields from a different template with the same settings, such as locations, font sizing, etc.

kerem commented

2026-02-26 18:46:58 +03:00

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@ArbiterGR commented on GitHub (Nov 22, 2024):

dotloop

I'm mostly referring to a feature found in docusign, docuseal and other document signing software. You can just edit an already configured template, click on replace document, select the new document and all the fields you set up previously are still there.

@ArbiterGR commented on GitHub (Nov 22, 2024): > dotloop I'm mostly referring to a feature found in docusign, docuseal and other document signing software. You can just edit an already configured template, click on replace document, select the new document and all the fields you set up previously are still there.

kerem commented

2026-02-26 18:46:58 +03:00

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@ephraimduncan commented on GitHub (Aug 23, 2025):

You can do this in the current version.

@ephraimduncan commented on GitHub (Aug 23, 2025): You can do this in the current version. <img width="621" height="701" alt="Image" src="https://github.com/user-attachments/assets/dcc38fd9-eb7d-4fd1-8c22-28110422d6c8" />

kerem referenced this issue

2026-02-26 19:31:12 +03:00

[PR #412] [CLOSED] chore(deps-dev): bump @types/react from 18.2.18 to 18.2.22 in /apps/marketing #954

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