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Updating data in a Lookup file

If you have an existing lookup and need to update it's contents, follow the steps below:

  1. Expand the ‘Forms’ menu on the left and click ‘Lookups’

  2. Click ‘Edit’ on the ‘HSQE’ entry

  3. Click ‘Download File’

  4. Open the file from your saved location and edit it in Excel.

  5. Return to pro-Forms and click ‘Replace File’

  6. Select your new file to upload it