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Update a lookup file

93  Administrator July 7, 2025  Forms

This article relates to the following pro-Forms modules:

Online Forms

Mobile Forms

To update the contents of a lookup file

  1. expand the Forms menu on the left
  2. click ‘Lookup Sources’.
  3. click edit next to the relevant entry.
  4. Click ‘Download File’
  5. Edit the document in Excel
  6. Upload the document again using the ‘Replace File’ Option