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      Release a Template

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      Find more information on how to release a template in Clausematch.

      Pre-conditions

      • System Level Permission: 'Create Templates', 'System Administration'.
      • Document Level Permission: 'Owner'.
      • Template does not have:
        • Pending approvals;
        • Rejections;
        • Pending deletions (paragraphs that were deleted but were not archived).

      Steps

      1. Click Move stages from the menubar.
      2. Select Release (or last stage of the workflow).
      3. (Optional): Update the template name under the Title.
      4. (Optional): Update the template's version number under the Version.
      5. Click Continue.
      6. (Optional): Tick any additional category to link the template to*.
      7. Click Complete*.
      8. (Optional): Add a note.
      9. Click Confirm.

      Notes

      • Document users need to be granted access (through Menu > Template settings - the template role Read Released is sufficient) to the template so that they could use it for creating new documents.