Edit Released Template

Contents

• Overview
• Pre-conditions
• Steps
• Notes

Overview

Please find more information on how to edit released template in Clausematch.

Pre-conditions

• System Level Permission: 'Create Templates', 'System Administration'.
• Document Level Permission: 'Owner'.

Steps

1. Open the released template.
2. Click Move to Draft icon in the top right corner.
3. Select Draft (or first stage).
   
4. Select Minor or Major template version number.
5. Click Move to Stage.
6. (Optional): Add a note.
7. Click Confirm.

Notes