Template updates

When a template file is updated, users are notified to update their files based on the template with a dialog. The Template icon (A template icon in the Working Papers Status bar with options related to the file's source template) in the Working Papers Status bar will also display an exclamation point (!).

A notification bubble stating that an update is available for the source template

By clicking the notification dialog or the Template icon, you can perform a Template Update. Alternatively, you can click the Template icon to view File Version information, or manually Check for Updates.

To apply a template update:

  1. Click the notification dialog, then click Yes to launch the Template Update Wizard.

    Note: If there are offline sync copies where the update cannot be applied, the Outstanding Synchronized Copies dialog will display. Select the desired method to resolve the update for the outstanding sync copies.

    Option Description
    Wait for all copies to go online Do not apply the update until all known sync copies are online.
    Run the update on offline copies Apply the update and push it to offline copies when they return online.
    Abandon all offline copies Apply the update for all online copies, and abandon all offline copies.
    Schedule the update for another time Do not apply the update until the scheduled time.
  2. On the Welcome screen, click Next.
  3. On the Component Changes screen, you can review the changes that the update will make to components of your template. Click Next.
  4. On the Update Options screen, select any mapping properties you want to preserve in your Working Papers file, rather than overwrite with the template's properties.
  5. On the Document Changes screen, select whether or not to update each modified document in the Working Papers file. You can designate either Yes or No for each document.
  6. Click Finish to proceed with the update.

The template update is applied to your Working Papers file.


  • You can track update attempts using the History feature.
  • You cannot perform a template update on files in lock down.
  • You do not require all sync copies to be online before you complete the update. Synchronized copies that are offline during the update will automatically resolve conflicts in favor of the template update when they reconnect to the parent.
  • Online sync copies become read-only for the duration of the update.

Update conflicts

If you make changes to your Working Papers file that conflict with changes made in a template update, Working Papers will attempt to automatically resolve the conflict during the update.

For example, if you add a new component to the template, such as a new map number or document, and that map or document number already exists in the Working Papers file, the new component is automatically assigned an alphanumeric appendix (e.g. Map number 999 becomes 999A).

Conflicts in existing components are handled differently. If you change a document number in the template to a number that already exists in the Working Papers file, no update occurs. However, if an existing template map number is changed to a map number that already exists in the Working Papers file, a conflict notification displays on the Engagement | Mapping screen.

A notification bubble stating that a map number has been remapped in the source template

You must resolve this conflict manually.