If a form template is attached to an outdated document, you can use the Replace Document option to update the background PDF without reprogramming the entire form. Replacing the background document preserves the existing form programming, but field positioning may need to be adjusted to match the new document layout.
  1. Launch CU*Forms from the CBX timeout window.
  2. Navigate to Admin > Edit Templates > Form Templates.
  3. Select the green Edit Template (pencil) icon for the desired template.
  4. Select the Replace Document icon located on the far-right side of the toolbar.
  5. Choose the updated PDF file from your workstation.
  6. Select Replace.
  7. Review the template and realign any fields as needed.