How to navigate to the template editor
When you enter the template editor, all previous draft changes will be displayed and you can continue to edit. If no draft changes exist, a new draft will be created and will save automatically as soon as you make any changes.
When you are ready to make your changes live, click Publish.
Give your Workflow version a name. This will appear on the Workflow dashboard to help you keep track of what changes you have made.
Your changes are now live. You can now use this document template to create a new Workflow, Etch e-signature packet, or with an API.