About this article
This article will explain 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 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
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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
- Select
Settings
- Toggle on or off
Document content updater
- Click
Close
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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 updaterReplace on update
: update the inserted text element when using the document content updaterRemove and keep content
: this will effectively disable the document content updater as the content control will be removed on document generation
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