---
title: How to update a reference document
description: "Learn how to update a reference document in Panorama: upload a new version, preserve version history, and push back the review date."
---

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# How to update a reference document

## Update an existing reference document in your documentation center, or confirm it is still current to push back the review date.

When a review of a reference document is suggested, you have two options:

1. [Upload a new version of the document](https://support.usepanorama.com/en-ca/how-to-update-a-reference-document#new-doc), or
2. [Confirm that the document is still current to push back the review date](https://support.usepanorama.com/en-ca/how-to-update-a-reference-document#still-ok).

### 1. New version of the document

When a new version has been approved or formally adopted by your board:

1. Open the document in the "Documents" tab and click "Update".

   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-13-44-5650-PM.png?width=197&height=243&name=image-png-Mar-19-2026-03-13-44-5650-PM.png)
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-14-07-4986-PM.png?width=670&height=95&name=image-png-Mar-19-2026-03-14-07-4986-PM.png)
2. Click "Add a document" and select the new file. For the best experience for your members, we recommend PDF format.
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-14-44-0241-PM.png?width=1842&height=1024&name=image-png-Mar-19-2026-03-14-44-0241-PM.png)
3. Enter the date from which this version has been in effect in the "Active since" field.
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-14-58-3399-PM.png?width=1842&height=1024&name=image-png-Mar-19-2026-03-14-58-3399-PM.png)
4. Optionally, adjust the review frequency. Select "Custom" to set a specific date rather than a recurring frequency.
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-15-12-0300-PM.png?width=1842&height=1024&name=image-png-Mar-19-2026-03-15-12-0300-PM.png)
5. Click "Submit".
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-15-25-3606-PM.png?width=1842&height=1024&name=image-png-Mar-19-2026-03-15-25-3606-PM.png)

The previous version is automatically saved in the "History" section of the document, at the bottom of the page.

![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-15-44-1907-PM.png?width=1852&height=262&name=image-png-Mar-19-2026-03-15-44-1907-PM.png)

### 2. The document is still current

If the document hasn't changed but you want to push back the review date:

1. Open the document and click "Update".
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-16-02-2575-PM.png?width=670&height=95&name=image-png-Mar-19-2026-03-16-02-2575-PM.png)
2. Select "The document is still up to date" at the top of the window.
   
   ![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-16-22-6771-PM.png?width=1842&height=1024&name=image-png-Mar-19-2026-03-16-22-6771-PM.png)

**Note:** Panorama does not send an email when a review is suggested. It is simply a visual reminder in the interface.

![](https://support.usepanorama.com/hs-fs/hubfs/image-png-Mar-19-2026-03-16-55-9738-PM.png?width=2284&height=276&name=image-png-Mar-19-2026-03-16-55-9738-PM.png)

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