This topic will provide you with an overview of template versions.
This topic is specific to the New Clickwrap Experience. If you are using the Classic Clickwrap Experience, refer to the Classic Clickwrap Experience documentation.
After you publish a template, you can make changes to the template. This creates a new version. Until you publish this new version, your viewers only see the published version.
A new version is automatically created when you edit an existing, published template. You can then choose to:
- Click Save to save your progress for you to come back to.
- Click Publish to replace the version of the template that signers see. If the template is public, the new version of the template appears immediately in your legal center.
- Click Delete to delete the new version. The previous versions remain in Clickwrap.
Major and Minor Versions
You can differentiate whether a new version contains major or minor updates. This allows you to dictate whether or not your signers must review the new version when its published.
A minor version update would be something like a typo, small wording adjustment, or formatting change. Since these do not pose major legal risks, you can categorize the version as minor. When published, minor versions use a dot notation system. If the last major version was 3.0, the minor versions would be labeled 3.1, 3.2, and so on.
A major version update is a legally impactful update that requires your signers to review the terms and update their acceptance. If you want a version to be classified as major, edit your template and toggle on Major Version. This is enabled by default.
If your classify a version as major, when its published, your signers must review and accept the terms the updated terms. Clickwrap will then store this data so the signer is not prompted with the terms again until you make a major version update.