Audience: Organization Senders and Notary-Sourced Transactions (NSTs)
The short answer: You can swap out a document on a transaction or template without deleting the original — all existing signer and notary fields are automatically carried over to the new document in the same locations.
How it works
Use this feature if you've made changes to a document used in a template and want to replace the file without re-adding fields. It also works for updating a tagged document in a transaction that hasn't been sent yet.
- Replacing a document in a template applies to all future transactions using that template.
- Fields from the original document are automatically re-applied in the same locations on the new document.
- If the new document has fewer pages than the original, any fields on the removed pages are deleted. For example, replacing a 5-page document with a 4-page one removes all fields from the 5th page.
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Make sure your document is oriented properly (not sideways) before uploading — rotating after upload is possible, but fields must be removed first.
1. Replace a document in a draft transaction
Log in to your Proof account to complete these steps.
- Select Transactions from the left navigation menu.
- Open the draft transaction where you'd like to replace the document.
- Locate the document in the Documents section.
- Select the replace document icon — it appears between the edit (pencil) icon and the trash icon in the Edit document template window.
- Select the desired file from your device. The file name updates when the upload finishes, and all previously placed fields are preserved and re-applied automatically.
- Select the pencil icon to review the updated document.
2. Replace a document in a template
- Select Tools from the left navigation menu.
- Select Document templates from the Tools page.
- Select the name of the template you'd like to update.
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Select the replace document icon between the edit (pencil) icon and the trash icon in the Edit document template window.
- Select the desired file from your device. The file name updates when the upload finishes, and all previously placed fields are preserved and re-applied automatically.
- Select the pencil icon to review the updated template.
Summary Checklist
- Confirm the document is oriented correctly before uploading.
- Open the draft transaction or template and locate the document to replace.
- Select the replace document icon and upload the new file.
- Review the updated document using the pencil icon to confirm fields are correctly placed.
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Still unsure? Contact Proof Support for help.
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