Editing a Template

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NOTE

Depending on if the template used the file upload or file attached to record method will alter the editing experience.

Depending on if the template was saved as a draft or published will alter the editing experience.

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CALLOUT

HelloSign for Salesforce does not support version control. We do not allow you to save an existing published template as a draft. Any changes to a published template will be applied immediately.

STEPS
On the HelloSign template record in Salesforce click the Edit Template button

Name & Object Page

• You can always modify the name of the template
• The source file is not editable. If you need to change the source object you will need to create a new template.

File Source Page

• If the file source was upload file you will be prompted with the caution message: Modifying files or file source will clear all mapped fields on your document. You will need to remap fields onto your document.

Recipient Page

• If the file source was upload file you will be prompted with the caution message: Modifying signer options or recipients will clear all mapped fields on your document. Changes to default or locked fields are exempt and won't impact field mapping.

Merge Fields Page

• There are no restrictions on modifying merge fields.

Message Page

• There are no restrictions on modifying the message or skip fields.