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How to update my Advanced Document Automation template?
How to update my Advanced Document Automation template?

What if I need to make a change to my Advanced Document Automation template?

Ben Q avatar
Written by Ben Q
Updated over a week ago
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To update an Advanced Document Automation template:

  1. Open any Word document and launch the Advanced Document Automation add-in

  2. Click "Seach for Saved Templates"

  3. Download the template from your Collection

  4. The template will be saved in the Downloads folder on your local computer. Open the template in Microsoft Word and launch the Advanced Document Automation add-in.
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  5. Make any changes you need to the template or to your fields.

    1. If you only edit the Word document that doesn't involve any fields, edit your templates as any other Word document.

    2. If you need to edit a field or conditional language, you must edit the field in the side task panel

  6. Click the floppy disk icon at the top of the window to save your template to your Saved Templates.
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    Since you already saved the template once in your Collection, you will be presented with an option to "Overwrite" or "Keep Separate" version.
    Overview equals Word's "Save" option, while Keep Separates equals the "Save as" option.

Note: If you want to save the template to your Local Computer as well, click File and "Save As" in Microsoft Word.
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