Template Versioning is disabled by default in all orgs. If you want to enable it to allow template administrators to create and manage multiple versions of agreement and clause templates, you must make changes to your org.

The following steps are required:

  • Enable Template Versioning in Comply System Properties
  • Add the Versions Related List to the Template Layout.

The following steps are optional:

  • Add "Activate Version" and "Active Version" Fields to the Template Layout.

Enabling Template Versioning

  1. Go to Setup > Develop > Custom Settings.
  2. Click Manage next to Comply System Properties.
  3. Click Edit next to System Properties. The System Properties form is displayed.



  4. Check Enable Template Versioning.
  5. Click Save. Template Versioning is now enabled in your org.

Adding the Version Related List to the Templates Layout

  1. Follow standard Salesforce instructions for editing the Template object layout (e.g., click "Edit Layout" from the Template details page).
  2. From the Template layout console, click on Related Lists.



  3. Drag the Versions Related List into your Template layout.



  4. Click Save.

Adding Optional Activate fields to the Template layout

  1. Follow standard Salesforce instructions for editing the Template object layout (e.g., click "Edit Layout" from the Template details page).
  2. From the Template layout console, click on Fields.



  3. Drag the Activate Version and Active Version fields into your Template layout.



  4. Click Save.
    Template Details should now display the active version of the current template record and provide an "Activate Version" button for activating templates from within Contract Management.