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Template Versioning

Planned Feature

Template versioning is a planned feature. This page will be updated when it becomes available.

Template versioning will allow you to track changes to templates over time, maintain a history of modifications, and revert to previous versions when needed.

Planned capabilities​

  • Version history for each template
  • Compare versions side-by-side
  • Revert to a previous version
  • Automatic versioning on significant changes
  • Version notes explaining what changed and why

Working without versioning today​

Until versioning is available, these practices help you manage template changes safely:

Duplicate before editing — Make a copy of the current template before making significant changes. This preserves the working version while you refine the new one.

Use descriptive names with version indicators — Include a version marker or date in the template name:

Employment Agreement v1
Employment Agreement v2 - Updated 2026-01
Employment Agreement v3 - Final

Document changes externally — Keep a simple changelog in a shared document or spreadsheet noting what changed between versions and why.

Test before switching — After updating a template, send a test agreement before using the updated version in production.

Next steps​