---
title: Guide to Refreshing Projects
description: This Refresh function is used to update recurring projects. This can be done by creating a project and setting a review cycle to indicate the intervals at…
---
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# Guide to Refreshing Projects
## This Refresh function is used to update recurring projects. This can be done by creating a project and setting a review cycle to indicate the intervals at which the document will need to be updated.
Approach #1
1\. To refresh a project, you can access the project by clicking on the Project Name in the projects grid and clicking Initiate Review.
### Approach #2 (RECOMMENDED)
1\. Make a copy of the project by following the steps below.
- You will have the opportunity to make several selections:
- Clear Expiration Date on Original Project - we recommend that you select yes, in this case the expiration date of the prior project will be cleared and you will see the latest project as expiring when the time is due to refresh it.
- Do Not Update Project Lead - by default the Project Lead will be updated to the person copying the project. If you would like to keep the original project lead, check off this check box.
- Refresh Linked Document - check off this checkbox to pull in the latest information into your new project.
2\. Click Copy.
3\. **If you chose Approach 2, please skip to step 4.** If you chose Approach 1 please follow the below steps:
- Click Download next to the project document you wish to refresh. Alternatively you can click on the Word/Excel icon if you prefer to work in the web version of Office or if you plan to have multiple writers working in the project simultaneously.
- Once your document downloads, open it, click on the LaunchPad in the top right corner, and Log In.
---
#### **📋TIP:**
We recommend using Approach 2 as the best practice. This approach is not only more straightforward but also creates a distinct project for every refresh completed. This enables organizations to better track work, identify trends, and can help justify the need for increases in resources.
---
**3. CONTINUED** - Click the Refresh button to pull in the latest information.
4\. Review the refreshed document by going through it and reading the responses paying special attention to responses that have been Locked, these are customized responses that do not get updated as a result of the refresh.
You can access Locked responses by clicking on the Questions Tab and then the clicking on the Locked filter. You can then click on each Locked response in the LaunchPad to navigate to it in your document for review.
5\. As you review your document, you can make the following types of changes to your response document:
- Type in to the responses in your Word/Excel document.
- If customizing linked responses, make sure you Lock anything that you do not want to get overridden by the original response from the database. Be judicious in your Locking, having too many Locked responses makes the refresh process less efficient. Once you have finished modifying the response, click Save.
- Unlink and Insert a new response by clicking on the question in your document and then clicking the gray 3 dot menu in the LaunchPad to select Unlink Library Content.
- Click Suggest Response.
- Scroll through responses, expanding each one until you find the response that you are looking for. If you are not able to find a response, you can click Create a Response with Generative AI.
6\. If you find a database response that you are looking for, click one of the three Insert buttons to insert the database response (Insert as Draft, Insert as Completed, or Insert as Completed and Lock) and click Save.
- If you would like to insert the generated response click Insert Draft.
- If you inserted a generated response, click I Accept Generated Response and click Save.
7\. Once you are happy with the questionnaire, click Upload and wait for the upload to finish. Then close out of your document. When prompted, click Don't Save.
8\. If you don't have the publish button available you will need to click Promote to move the project to the next step for review to someone that will be able to publish it. If that is the case, you can stop here. If you do have the publish button, please continue to the steps below.
- When publishing you will have the opportunity to update the expiration date and the review cycle of your recurring questionnaire. You will also have the opportunity to Refresh the document for the latest content one more time, if you wish. Lastly, you will also be able to select the project output. If you don't select anything your finished project will be provided as a zip file. You can click Create PDF to opt for a PDF format instead. Once you have made your selections, click Save.
- Once the project had been published, click the Download button to obtain the final questionnaire.
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