If you’ve linked your template to the wrong form or made changes to the form (like adding new fields or rules), you can update or refresh the connection using the Word Add-In. This guide shows you how to switch forms or sync the latest updates.
Instructions
Change the Linked Form
If you've linked to the wrong form and need to switch:
- Open your document with the Smarter Drafter Word Add-In enabled.
- Click the Options menu in the top-right corner of the Add-In.
- Select Change Form.
- The current form will be cleared, and the Forms dropdown will reopen.
- Search for and select the correct form.
TIP: Once selected, your template will now pull fields and rules from the new form.
Refresh the Form Data After Making Changes
If you've edited the form (e.g. added a field or rule) while working on the template:
- Click the Options menu in the Word Add-In.
- Select Refresh Form.
- The Add-In will reload the latest fields, rules, and structure from the form.
NOTE: This ensures your template is in sync with the most recent version of the form.
Tips for Use
- You can safely change the linked form before inserting any fields. If you’ve already started building, double-check that existing content controls match the new form’s fields.
- Refresh regularly when working between the form and the template to avoid using outdated field structures.
Common Issues & Solutions
- Issue: I refreshed the form but still don’t see new fields.
- Solution: Save your changes in the form and then return to Word and click Refresh Form in the Options menu.
- Issue: Changing the form removed my field list.
- Solution: This is expected. When you switch forms, all previous references are cleared so you can start fresh with the new form's structure.