How to use Update Document

About this article

This article explains the Update Document functionality that becomes available after a document has been created by the end-user.

• What is Update Document?
• How to use Update Document

Prerequisites

What is Update Document?

Update Document is a functionality that appears after a document has been created by the end-user. After creation of a document, the end-user will have the possibility to update the created document based on either a new User Profile field selection or a new dynamic form field selection - if either of the two options have been configured dynamically in the template. 

To use the Update Document functionality, you can use the Update Document button located in the Templafy group on the Home tab:

You can also access the Update Document button by opening the Library pane from the add-in. The Update Document button appears in the top right corner in the task pane: 

How to use Update Document

1. Create a document from Templafy in Word.
   
   
2. If the document is created from a dynamic template, the Update Document button appears in top ribbon next to Templafy add-in for easy access. Click on Update Document.
   
   
3. Edit information in the response form. For example select another user profile (if it contains values that dynamically insert content into the document) or change the value in one or more questions.
   
   
4. Click Update.
   
   
5. The current document is updated.

In this example another user profile is selected which does not only change the name of the author, but also the document language (from Dutch to English). As a result the month of the date in the updated document shows 'May' instead of 'mei'. Also the subject of the document is changed:

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