Generally speaking, when a change needs to be made to the way a Document is set up, a Revision needs to be added to its set up page, often referred to as a Document's "template". When a change is made to a Document that requires a Revision to be opened, those changes are not reflected in completed instances of that Document.
However, some changes do not require a Revision. Any changes that can be made to a Document outside of a revision will have an impact on completed instances of the Document, and should be made with caution. These changes will also impact any copies that have been made of the Document template, and if the changes are being made on a copy, the changes will impact the original Document.
To get to a Document's template --
Open the Setup tab on your Penelope homepage
Select the Document List link
Find and click on your Document in the list.
What requires a Revision?
Adding and removing Questions, Sections and Groups
Adding, removing and editing Conditions
Adding and removing Sub Documents
Enabling Pages
Adding and removing Pages
Adding, removing and editing Signature fields
Changing the Completed for setting
Adding Questions to, or removing Questions from a Composite Question
Reordering Questions
What does not require a revision?
All of the following changes will have an impact on completed instances of a Document and also on any copies of the Document template.
Changing the Document Title, Short Title, Type of Document, and Description
Changing the Names of Stages
Removing Stages
Enabling or disabling the Client Facing setting
Enabling or disabling the Allow "Send Completed Document" setting
Changing the Name of a Question, Group, Section, and Composite Question
Changing the List Group on a List Question
Changing the List that is selected in the Shared List Group dropdown
Changing the Values in a List on the Question List Group page
Changing the Question Format
Making a Question Answer Optional or Required
and anything else that can be changed in the Edit window that comes up by clicking on a Question's name
More information on adding stages outside of a Revision can be found here.
Note: Once a Document is finalized, Scoring cannot be changed. If updates to scoring is required a new Document template will be needed. If a copy is made of the Document, as scoring can be edited on a Document's copy, the above should be kept in mind if any questions are changed.