Specifying the Check for updates options

You can use the Check for updates options to specify whether to view updates to the Financials template, and whether customizations should be preserved if possible.

For more information on these options, see Check for updates.


It is recommended that you check for updates before packaging your template. This ensures that client files generated from the template contain the latest version of all content.


  1. In the Document Manager, open the CL - Organization standards document.
  2. From the Organization Settings pane, select Knowledge Library.
  3. In the Check for updates section, from the Method to use 'check for updates' replacement drop-down, select either Use Visual Merge or Use direct replace .
  4. From the Use assistance drop-down, select either Yes or No.


The financial statements and notes are updated.