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Mortgage Manuals Knowledge Base

Document Management

How do I manage the Date of my document

Document Management

How do I manage the Date of my document

Selecting the current date automatically updates your document date.

Last updated on 20 Aug, 2026

We usually recommend putting the last review date there; today's date.  Then, instead of sending in the Word document, print to PDF so that you have journaled the change.  We do that for the exact reason - to avoid having to go through and re-date documents. 

 

But if you must, go to "Date and Time" in the footers

How to navigate a word document and edit the current date
How to navigate a word document and edit the current date

 

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Deselect Update Automatically - then your manual changes will appear throughout. 

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