HELP - TREE - PROFILE - SYNC
Data from your Tree workbook will automatically sync to the Profile workbook when you create or open it thru the Tree workbook option.
TREE WORKBOOK IS OPEN
As long as both workbooks are open at the same time then any changes made in the Tree workbook will also be reflected in the Profile workbook instantly.
So when you create new profile pages that have templates, like "BIRTH", then the latest data from the Tree workbook will populate.
The same for when you add Family and Research information thru the PROFILE PAGE OPTIONS.
*Existing profile page data will not be updated when changes are made in the Tree workbook after the fact. Manually update that data or re-create the page.
TREE WORKBOOK IS CLOSED
Sometimes the workbook runs faster when the Tree workbook is closed.
Therefore you have the option to directly open the Profile workbooks to work on them.
If the Tree workbook is closed then the data from when you last synced is all that will show up when creating profile pages.
If you want to make sure you have the latest data from the Tree workbook then double click on "SYNC" on the Main worksheet.
This will:
1. Open the Tree workbook.
2. Update the links and latest information.
3. Close the Tree workbook without saving.
You will be alerted when this process is finished.
*This may take a few seconds depending on your Tree workbook size.