# How To: Refresh Document Data Within the Documents

The **Refresh Data** feature in the Documents (S-Docs) Lightning Web Component allows users to **update the data inside an existing document without fully going through the regeneration of the document**.

Instead of creating a brand-new document from scratch, Refresh Data **re-syncs the document’s merge fields with the latest Salesforce record data** and saves the update as a **new version** of the same document.

This ensures documents remain accurate while preserving their structure, formatting, and history.

***

### How Refresh Data Works

When a document is refreshed:

* The document template is **not re-selected or re-generated**
* The existing document is **updated with the latest Salesforce data**
* A **new version** of the document is created
* Previous versions remain available for reference (if versioning is enabled)

This allows users to quickly update documents after record changes without repeating the full document generation process.

***

### Enabling Refresh Data

To allow users to refresh documents:

1. Open **Lightning App Builder**
2. Edit the desired record page
3. Select the **Documents (S-Docs)** component
4. Enable **Show Refresh**
5. Save and activate the page

Once enabled, the **Refresh** option appears next to generated documents in the Documents LWC.

***

### Using Refresh Data to Update a Document

**To refresh document data:**

1. Navigate to the record page.
2. Locate the **Documents (S-Docs)** component.
3. Select the generated document you want to update.
4. Click **Refresh**.
5. The document is updated with the latest Salesforce data.

The refreshed document is saved as a **new version** of the existing document, while previous versions remain available (if version history is enabled).

***

### What Happens After Refreshing

After the refresh completes:

* The document reflects the most current record data
* The document’s layout and formatting remain unchanged
* The refreshed version becomes the active version
* Earlier versions can still be accessed from the **Versions** menu (if enabled)

This allows users to quickly update documents without regenerating them or leaving the record page.

***

### When to Use Refresh Data

Refresh Data is ideal when:

* Record field values change after document creation
* Pricing, dates, or status fields are updated
* Users need the latest data before emailing or sending for e-Signature
* Regenerating the document entirely is unnecessary

{% hint style="info" %}
**Considerations**

* Refresh Data **does not fully regenerate** the document
* The original template and formatting remain unchanged
* Refreshing creates a **new version**, not a separate file
* Version history is visible only if **Show Versions** is enabled
* Runtime Prompts and Job Splitters are not supported
  {% endhint %}


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