Document templates

Discard a document template draft

Whether creating a document template for the first time or making updates to one that has already been published, any changes you make will be saved as a draft until you publish the template. If you decide you no longer want your working draft changes saved, you can discard the template draft. When you discard a template draft, the version of the template available for editing in the template editor will be reset to the most recent published version of the template.

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Document templates
1

How to navigate to the template editor

2

Open the More options menu

Click the vertical ... menu in the right corner of the top navigation bar to open the More options menu.

3

Select Discard draft changes...

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4

Confirm draft discard.

Confirm you would like to discard the Workflow draft. This cannot be undone. Once confirmed, the template in the editor will now be the most recent published version. Any new changes you make will be saved as a new draft.

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