Replace Document
The Replace Document feature allows you to seamlessly update a contract by transitioning to a new version while preserving critical data. It’s an efficient feature for making adjustments without starting over. Replace Document works seamlessly for documents in any state.
How to activate the Replace document feature:
Enable Replace document
- To activate the Replace Document feature, go to Marketplace > click on Replace document > click on Enable.
How to Replace a Document
NOTE
Before using this function, please ensure the following:
- The original document contains data fields.
- The replacement template is Published and belongs to the same template group as the original document's data fields.
Here is how you do it:
- Go to Documents and open the document to update.
- Click on the three dots in the upper-right corner.
- Choose Replace.
- Select the new template > Confirm
- Done! A new draft will be created with all the information.
If the replacement template doesn’t initially have data fields mapped out, no worries! As long as the template has the same template group you can add data fields afterwards. The connected data will transfer automatically, ensuring a smooth and efficient process.
TIP For an even smoother transition, pre-map the data fields in the replacement template. This ensures that the data flows effortlessly from the old document to the new one during the replacement process.
IMPORTANT Replacing a pending document does not automatically remove the original document for the counterparty. To avoid any confusion and accidental signing of the wrong document, you need to either delete the original document or mark it as declined.
Linked documents
When replacing a document, a new draft will be created, and both the original and the replacement documents will remain linked in the archive, ensuring clear traceability.
When the documents are linked, the corresponding tag will be shown in the document line, and the linked document will be displayed when you click on the link tag.
