How to update exemption text settings in finalized documents

If you've updated your exemption text settings but they're not appearing in your documents, this is likely because the documents were finalized before the settings were changed.

Solution

To apply new exemption text settings to existing documents, you need to re-finalize them. Here's how:

1. Navigate to your main files list

2. Select the documents that need to be updated

3. Un-finalize the documents

4. Re-finalize the documents

You can perform this process in bulk for multiple documents at once from the main files list, which saves time when updating many documents.

Why this happens

Finalized documents capture the settings that were active at the time of finalization. When you change exemption text settings after a document has been finalized, those changes won't automatically apply to existing finalized documents - only to newly finalized ones.