Document templates

Save a document template draft

Whether creating a document template for the first time or making updates to one that has already been published, you can save a draft version until you are ready to make the changes live.

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Document templates

New Workflow:

1

From the Document Templates dashboard, click Create template.

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2

Upload or select your document.

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3

A draft is created automatically.

A draft has been created and will save automatically as you make changes. At any point in the editing process you may exit the Workflow editor by clicking Save & exit or by navigating to another page.

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4

Continue editing the new template draft.

Your document template will stay in draft mode until you hit Publish. You will not be able to use this template in a Workflow, Etch packet, or with API until you publish the document template.

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Existing Workflow:

1

Navigate to the document template you would like to edit. Click the gear settings menu in the upper right corner and select Edit template from the dropdown.

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2

Edit your document template.

As soon as an edit has been made, a new draft is created and will save automatically as you work. At any point in the editing process you may exit the template editor by clicking Save & exit or by navigating to another page.

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3

Continue editing the new template draft.

Your template changes will stay in draft mode until you hit Publish. You will not be able to use this template version in a Workflow, Etch packet, or with API until you publish the document template.

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