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Source Templates within DOCS

Review, compare and/or Incorporate section updates made from the original template source.

Contents

Understanding the Source Template Option

The Source Template option appears in Versions, in the section's three-dot menu, when a section has been imported from another project or template (the "Source").

Source Template panel showing the ISO 19650 example BEP section this section was imported from


When the Source Has Been Updated

If the original source template has been updated, the menu shows Versions (New Source Template Update Available). Open it and, while the section is In Progress, you will see:

  • Two options to incorporate changes
  • One option to ignore the update

Source update with the green check and red ignore icons, beside the Compare to Current view of the new text


Green Check Drop-Down Options

Select the Green Check drop-down to choose how to handle the update:

Option 1: Overwrite and Incorporate

Select Mark this update as "Incorporated" and overwrite section.

  • This will overwrite all data within the section.
  • All updates from the source template will be imported.
  • It is recommended to use the comparison tabs to review changes before accepting.

Option 2: Manually Incorporate

Select Mark this update as "Incorporated" without overwriting.

  • Use this when you want to apply updates manually.
  • After reviewing and updating content, mark the section as Incorporated.

Source Template card with the green check selected to mark the update as incorporated


Ignore the Update

Select the red Mark this update as "Not Needed" icon to disable the incorporating options and ignore the source update.