About this article
This article will explain what the document content updater functionality is, and how to enable or disable it.
What is the document content updater?
The document content updater is a dynamics functionality that will allow the update of the smart template after its generation:
- Change the user profile that was initially chosen to create the template
- Update the answers provided in the response form of the template
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 the Template designer settings.
In Word, PowerPoint, or Excel:
- Click on the ellipsis menu in the Template designer
- Toggle on or off
Document content updater
Additionally, some smart fields can be individually set to use the document content updater via the
Allow updates: allow the smart field to be updated when edited by the user through the document content updater
Replace on update: update the inserted text element when using the document content updater
Remove and keep content: this will effectively disable the document content updater as the content control will be removed on document generation
Article is closed for comments.