ℹ️ Quick Overview: Publishing makes your templates and clauses available for team use. Published items appear in selection lists when creating new documents, ensuring everyone uses approved, up-to-date content.
Status Types
- 📝 Draft - Work in progress, not available to team
- ✅ Published - Active and available for use
- ⏸️ Active/Inactive - Activate a template to enable use
Publishing from Editor
- Open template in the editor
- Make final edits if needed
- Click "Publish" button in toolbar
Version Control
Publishing Creates Versions
- Each publish creates a new version
- Version history maintained automatically
- Can revert to previous versions
- Compare versions side-by-side
- Track who published and when
Version Management
- View History - See all versions
- Compare Versions - Spot differences
- Restore Version - Revert to previous
- Download Version - Export specific version