This article explains what the document content updater functionality is and how to enable or disable it.
Prerequisites
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What is the document content updater?
The document content updater is a Dynamics functionality that allows the update of a smart template after its generation:
- Change the User Profile that was initially chosen to create the document.
- Update the answers provided in the response form of the document.
How to enable or disable the document content updater on a template
The document content updater must be first enabled on the template level through Template Designer settings.
In Word, PowerPoint, or Excel:
- Click on the ellipsis menu in Template Designer.
- Select Settings.
- Toggle on or off Document content updater.
- Click Close.
ImportantThe document content updater is enabled by default on smart templates. |
Smart field update settings
Additionally, some smart fields can be individually set to use the document content updater via the Advanced section:
- Allow updates: allow the smart field to be updated when edited by the user through the document content updater.
- Remove and keep content: this will effectively disable the document content updater for this smart field as the content control will be removed on document generation.
- Replace on update: update the inserted text element when using the document content updater.
When is updating supported?
When updating a document (or presentation or spreadsheet) is supported, then the ribbon shows an enabled Update Document button in the ribbon and an Update document button in the task pane:
When updating a document (or presentation or spreadsheet) is not supported, then the ribbon shows the Update Document button greyed out and the button is not available in the task pane:
NoteIn PowerPoint the button is called Update Presentation and in Excel Update Spreadsheet. |
The criteria for the button to be shown in the task pane and enabled on the ribbon are:
- The template contains any dynamic content (form fields or smart fields).
- Document content updater is enabled (this is by default).
- The Templafy desktop MSI installed on the PC must match the tenant from which the document was generated.
Important
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Text Elements (Library)
| Web App generation | When generating from the Web App, the generated Word document can be updated. |
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| Text element insertion (compile scenario) |
When used as a text element insertion, the document content updater setting in the text element is ignored flag, since the main template determines whether updating is supported or not. For a text element to be updated this means Replace On Update must be enabled in the template. |
| Templafy task pane (Word) | When the asset is used from the Templafy task pane in Word it is always inserted as static content and cannot be updated, regardless of where it is inserted. |
Slides (Library)
When Group as slide collection is enabled:
| Web App generation | When generating from the Web App, the generated PowerPoint presentation can be updated. |
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| Slide insertion (compile scenario) |
When used as slide insertion, the document content updater setting in the slide template is ignored since the main template determines whether updating is supported or not. |
| Templafy task pane (PowerPoint) | When the asset is used from the Templafy task pane in PowerPoint it is always inserted as static content and cannot be updated, regardless of where it is inserted. |
When Group as slide collection is disabled:
| Web App generation | When generating from the Web App, the generated PowerPoint presentation cannot be updated since it is not a presentation but a single slide. |
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| Slide insertion (compile scenario) |
When used as slide insertion, the document content updater setting in the slide template is ignored since the main template determines whether updating is supported or not. |
| Templafy task pane (PowerPoint) | When the asset is used from the Templafy task pane in PowerPoint it is always inserted as static content and cannot be updated, regardless of where it is inserted. |
Slide Elements (Library)
| Web App generation | When generating from the Web App, the generated PowerPoint presentation cannot be updated since it is not a presentation but a single slide. |
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| Templafy task pane (PowerPoint) | When the asset is used from the Templafy task pane in PowerPoint it is always inserted as static content and cannot be updated, regardless of where it is inserted. |
ImportantSince updating a Slide element is not supported, it is not possible to upload a file with document content updater enabled to the Slide elements library. |
Email Elements (Library)
| Web App generation | When generating from the Web App, the generated Word document can be updated. |
|---|---|
| Templafy task pane (Outlook) | When the asset is used from the Templafy task pane in Outlook it is always inserted as static content and cannot be updated, regardless of where it is inserted. |
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