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Update document parts

Update procedures: best practices

To ensure that the information is correct, in case of changes to data or any changes made in the lower sections that make up the document, it is recommended to update the document. A document update may consist of getting the changes made to child document parts or first updating the objects present in the child document parts, reading the value of the data from the respective data sources, and then receiving their updated content in the open document.

Get Changes

Word > CCH Tagetik tab > Documents management > Updates > Get Changes

This procedure allows you to bring the content of the child document parts into the open document.

  1. Open a document, click Updates: the Document Part to update panel will open
  2. Click the check box of the document part to be updated or Select All to select all of them
  3. Click on the Get Changes button

Update and Get Changes (“Include data in the update” - Off)

Word > CCH Tagetik tab > Documents management > Updates > Update and Get Changes

This procedure allows you to bring the content of the child document parts into the open document and into all intermediate document parts.

  1. Open a document, click Updates: the Document Part to update panel will open
  2. Click on the check box of the document part to be updated or Select All to select all of them
  3. Click on the Update and Get changes button: the Update options panel will open
  4. Click on Update

IMPORTANT: the document part that will be opened will not be updated and a Warning message will be shown.

Update and Get Changes (“Include data in the update” - On)

Word > CCH Tagetik tab > Documents management > Updates > Update and Get Changes

This procedure allows you to bring the “updated” content of the child document parts into the open document and into all intermediate document parts.

  1. With a document open, click Updates: the Document Part to update panel will open
  2. Click on the check box of the document part to be updated or Select All to select all of them
  3. Click on the Update and Get changes button: the Update options panel will open
  4. Enable the Include data in the update option
  5. Click on Update

IMPORTANT: the document part that will be opened will not be updated and a Warning message will be shown.