Document templates

Edit document template version information

Version name and notes help you keep track of the document template changes you publish. The version name appears on the document template dashboard to let you know which version of the template is live while the version notes appear as a change log in the template’s Version history. You can update either from the Version history.

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Document templates
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Open the 'More options' menu.

Click the gear icon in the right corner of the top navigation bar to open the settings menu.

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Select 'Version history'

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Select a version to edit.

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Select Edit version information.

Click the vertical ... menu next to the version name you would like to edit and select Edit version information… from the dropdown.

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Edit and save changes.

Edit the version name and/or version notes and click Save.

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