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
- Open the released template.
- Click Move to Draft icon in the top right corner.
- Select Draft (or first stage).
- Select Minor or Major template version number.
- Click Move to Stage.
- (Optional): Add a note.
- Click Confirm.
Notes
- Once a template is moved to the Draft stage, the following template changes will automatically apply to all documents created from that template after it was rereleased:
- changes in locked paragraphs.
- changes in document stages.
- changes in layout configuration.