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I created a new document configuration, why aren't all my existing documents automatically updated?
I created a new document configuration, why aren't all my existing documents automatically updated?

A new document configuration (or a modified one) does not automatically apply to your existing documents.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

When you create a new document configuration (or when you modify an existing one) under Settings > Document and email configuration, all your future documents for the clients for whom you selected this document configuration will automatically use this new/modified document configuration, but your existing documents won't automatically be updated.

And that's logic, because it's too risky to automatically modify a bunch of documents that may already have been sent to clients.

To apply a new document configuration to an existing document, you have to change the document configuration in the document by clicking on Edit in the Billing options panel, and then regenerate the PDF file (= click again on Actions > Generate PDF).

If you added Terms & Conditions to an existing document configuration after having already created documents, you have to click on Edit in the Terms part of the document, and then on 'Reset the terms'.


If you're using LSP.expert V1

When you create a new document configuration (or when you modify an existing configuration) under Settings > Document and email configuration, your existing documents won't automatically be updated.

And that's logic, because it's too risky to automatically modify a bunch of documents that may already have been sent to clients.

To apply a new document configuration to a document, you have to regenerate the PDF file (= click again on Actions > Generate PDF).

If you added Terms & Conditions to a document configuration after having already created documents, you thus have to regenerate them to add your Terms & Conditions on these documents. Don't forget, in this particular case, to click on Reset in the Terms part (at the bottom of the document) and on Update terms and notes.

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