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Template Versioning

Planned Feature

Automatic version tracking is not yet available. This page will be updated when it launches.

When it's available, versioning will let you see the full history of changes to any template, compare versions side by side, and roll back to an earlier version if something goes wrong.

What to Do Today​

Until versioning is available, these habits keep you protected when you need to update a template:

Duplicate before editing, Before making any significant changes, make a copy of the current template. That way the working version stays intact while you refine the new one. Go to Sign > Templates, open the template's menu, and select Duplicate.

Use version markers in names, Include a version indicator or date so you can tell templates apart:

  • Employment Agreement, v1
  • Employment Agreement, v2 (updated Jan 2026)
  • Employment Agreement, v3 Final

Test before switching, After updating a template, send a test agreement to yourself before using the updated version with real recipients.

Next Steps​