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Documents

Template Replacement

Circumvent the need to change your document templates or saved text content for each reporting cycle. With Template Replacement for Office Multi-Template Workflows, you can generate an updated Office document based on your saved Document Template. Download the file, add, edit or delete text on the latest performance or trends of an investment the re-upload the template into the same workflow for the remaining document production run. When your next reporting cycle starts, the original template will once again be available for any new on-the-fly edits.

Learn more about how to use Template Replacement from our Help Center article.