Template Versioning provides a solution framework of document versioning at the Template level to track template versions against generated documents. Your organization's policies, requirements, legal and business practices may change over time, requiring templates to be updated. Rather than manually keeping track of template iterations, you can use template versioning to track and manage every version of your template throughout its lifecycle. Template versioning maintains those different versions as the template changes, giving template admins the ability to activate specific template versions based on their needs, and to observe how the template looked at every stage in the authoring process. Template versioning applies to both agreement and clause templates in your library.

In short, template versioning allows template admins to:

• Survey older contracts by viewing their associate template version to understand what was in the template at generation.
• Revert to previous template versions.
• Clone template versions to begin a new template lifecycle.
• Publish updated clauses and nested clauses across specific template versions.
• Understand the growth and evolution of a given template.

The following sections in this guide provide step-by-step instructions for managing templates in X-Author Contracts for orgs with Template Versioning enabled:

Behavior for versioned templates is different where described. All other X-Author Contracts functionality remains unchanged. Consult other chapters in this guide for information specific to your document format (FX2 or Pre-FX2).

To use Template Versioning it must be enabled for your org. Refer to Template Versioning in the Contract Management Administrator Guide.