Editing Templates Does Not Update Existing Documents

When you edit a template, the changes only apply to newly created:

Any documents created before the template update will remain unchanged.

Templates act as a starting point when a new document is created.

Once the document is created:

This means:

You update your:

on a SalesDoc template.

Any new SalesDocs created from that template will use the updated settings.

Previously created SalesDocs will not change.

This protects historical documents and prevents unexpected changes to:

If you need major workflow changes, consider:

This allows you to preserve older workflows while introducing updated processes moving forward.