{"id":3162,"date":"2026-04-30T15:59:29","date_gmt":"2026-04-30T15:59:29","guid":{"rendered":"https:\/\/help.contentsnare.com\/?post_type=ht_kb&#038;p=3162"},"modified":"2026-05-06T10:07:50","modified_gmt":"2026-05-06T10:07:50","slug":"how-to-update-request-instructions","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/how-to-update-request-instructions\/","title":{"rendered":"How to update request instructions"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">You can update request instructions in three different ways, depending on whether you want the change to apply to one individual request, a specific template, or all newly created requests (default instructions).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Option 1: Update instructions for an individual request<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you only need to update the instructions for a single request, do it during the request creation process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One way to do that is from the <strong>Essentials<\/strong> step:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-1024x507.png\" alt=\"\" class=\"wp-image-3167\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-1024x507.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-300x149.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-768x380.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-50x25.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-60x30.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35-100x50.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed-35.png 1428w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can edit the content directly in the editor. Once done, click <strong>Save and Continue<\/strong> in the upper-right corner of the screen.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Another option is to edit instructions from inside the request through the <strong>Builder<\/strong> step:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"326\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-1024x326.png\" alt=\"\" class=\"wp-image-3168\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-1024x326.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-300x95.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-768x244.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-50x16.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-60x19.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24-100x32.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed1-24.png 1113w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Make your changes in the pop-up window and click <strong>Save<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: These changes will only apply to the individual request.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Option 2: Update instructions for a specific template<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you want all future requests created from a particular template to feature updated instructions, you\u2019ll need to edit the template itself. Go to the <strong>Templates<\/strong> tab at the top and find the one you want to update.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then, click the three dots on the template card and select <strong>Edit<\/strong>:<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-1024x534.png\" alt=\"\" class=\"wp-image-3169\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-1024x534.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-300x157.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-768x401.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-50x26.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-60x31.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9-100x52.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed2-9.png 1071w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Inside the template, click <strong>Edit request instructions<\/strong> to update and save the instructions. All new requests created from this template will use the updated instructions (existing requests created from that template won\u2019t be updated automatically).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Option 3: Update the default instructions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can also edit the default instructions. To do this, click your avatar in the top-right corner and go to Settings \u2192 Request Settings. Over there, you can edit the default instructions and save your changes.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"474\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-1024x474.png\" alt=\"\" class=\"wp-image-3170\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-1024x474.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-300x139.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-768x355.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-50x23.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-1536x710.png 1536w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-60x28.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1-100x46.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2026\/04\/unnamed3-1.png 1743w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: These changes will only apply to newly created templates and requests going forward.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You can update request instructions in three different ways, depending on whether you want the change to apply to one individual request, a specific template, or all newly created requests (default instructions). Option 1: Update instructions for an individual request If you only need to update the instructions for a&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1063,1036],"ht-kb-tag":[],"class_list":["post-3162","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faq-requests-templates","ht_kb_category-faq"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3162","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=3162"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3162\/revisions"}],"predecessor-version":[{"id":3171,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/3162\/revisions\/3171"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=3162"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=3162"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=3162"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}