If you’ve updated a procedure template and need those changes applied to the procedures in an open workpaper, here are your options:
1. Sync the procedure template across all open workpapers
You can synchronise the updated procedure template with all open workpapers, using this article Syncing a procedure template to open workpapers.
⚠️ Note: This will impact all open workpapers using the same template, which could reset the progress of procedures in those workpapers. Be cautious if other workpapers are in review or nearing completion.
2. Switch the procedure template and change it back
Within the workpaper, select a different procedure template, then switch back to the updated one.
🚨 Warning: Doing this will reset all procedure items to incomplete, requiring you to restart the procedures from the beginning.