Summary
This article walks you through how to manage a document template’s version history.
Permissions
| Features | Legal Centers, Document Templates |
| Permissions |
Legal centers and document templates are available as a paid add-on. Please reach out to your Ironclad representative if you are interested in using them. To manage a document template’s versions, you must be an Admin. |
Manage a Document Template’s Version History
You can view a document template’s version history. You can also edit each version’s effective start date and version number.
- Click on your profile icon in the top right corner, and then select Company Settings > Document Templates.
- Click on the document template you want to manage versions for. A panel displays on the right with a list of the document template’s usages.
- Click Open.
- Click the three stacked dots located in the top right corner, and then click Manage Versions.
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Click the three stacked dots located next to the version you want to edit, and then click Edit.
- You can edit the Version number and Effective start date.
- Click Save.
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