Summary
This article walks you through how to upload a previous version of an existing document template.
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 upload previous versions of document templates, you must be an Admin. |
Upload a Previous Version of an Existing Document Template
- 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 add a historical version to. 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.
- Click Upload a previous version.
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Upload your document, enter a Version number, and select an Effective start date. You can also add a comment describing the version to be included in the version history.
- Click Upload.
Resources
Explore articles, courses, and support options to get the most out of Ironclad.
Help Center
- Create and Manage Document Templates
- Manage a Document Template’s Version History
Academy
- No relevant resources at this time.