Prepare Form : Field Layer Templates / Replace Doc
For speed and efficiency, the ability to;
i) save form field layouts from one document as templates that can be overlaid onto any other document (and still then save-able as a document template).
and/or;
ii) the ability to replace the original document underneath form fields (i.e. upload an up to date PDF to replace existing) in 'Edit Template'.
PURPOSE:
We use multiple agreements that are almost identical, but with minor copy edits / clause tweaks following client feedback etc. Very time consuming to have to create a template from scratch every time we want to make a minor edit to text rather than simply uploading a new doc and overlaying the parent form fields.
FURTHER THOUGHTS:
With the above in mind, it would also make sense to be able to 'Duplicate template' then provide a 'document swap' feature with 'save as new template' to get around any 'document already signed' security auth.
FLOW:
Edit Template
Under 'Save as template' an option to 'Save fields as template'
then;
Create template
Under 'Template Properties' > 'Use Saved Fields'