How can I edit a template via upload if it has already been created?

Focus:  The focus of this self-help article is to provide steps and information to edit a template via upload after it has already been created in PandaDoc

For all  Files that you have uploaded, you can “upload a new” version of the template after it has been created.

Step 1:  To upload a new file. Go to Templates on the left, click on the name of your template. Over on the right, you will see “Edit”.

Next, upload a new document and then click on Save.

Templates - Upload - From Computer

Now the template has been edited, add your roles and/or fields and then it can be used for a document to be sent.

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