When will my document update to point at new versions if I have terms enabled?

If terms are enabled on the primary document, and the data set being pulled into the data lookup, admins are able to configure the data lookup to only point at versions that have overlapping terms with the primary document.

For example, if you are creating a proposal for a program - then this program would be considered the primary document. When you list a course on the program as a requisite, that course would be considered the linked document. If terms are used within both the program and the course, you can filter the options based on the terms that overlap between them.