A. Tyrell,
Yes, it does look like the current steps mentioned on that documentation page for manually refreshing data in an ancillary study are incorrect. I will make sure that gets fixed.

To update the data in the ancillary study datasets you can do the following:
1. Go to the dataset grid view that you would like to update
2. From the Views menu, select the "Edit Snapshot" option
3. From the "Edit Query Snapshot" page, click on the "Update Snapshot" button.

Thank you,
Cory