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How to update a template and keep the existing fields
How to update a template and keep the existing fields

How to make changes to your templates' docs without redoing fields

Updated over a year ago

If you need to update a document you have used in one of your GetAccept templates, you can make the change without having to add all of your fields again, saving lots of time and hassle.

How to update a template and keep the existing fields

  1. Upload the newly updated document page to the template.

  2. Go to the fields and hold down the mouse button.

  3. Drag the mouse over all the fields while pressing the button.

  4. When all the fields are marked, press on the gear to the right.

  5. Choose "Move fields to another page" and choose the page you just uploaded.

  6. Now you can delete the old page. Just press on the three dots on the old page and choose Delete.

  7. Done!

After this, you can move the newly updated page to where the old page was.

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