Passportal Help

Updating Existing Documents with new or edited Templates

If you have updated a template that existing documents are based on, but chose not to update the documents when saving the amended template, you can update the documents individually.

To update the document to the new template:

  1. Navigate to the target document.
  2. From the Documents list, use the 3 dots menu in the Actions column and select Edit Document, or open the document and click the Edit button.
  3. Click the Updated Template is Available button.
  4. Confirm the update by clicking Yes, update!, or cancel by clicking Cancel.