Create a draft using a previous template version

You can create a draft using a previous version of your template.

To create a draft using a previous template version:

  1. Ensure that you have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.

  2. From the Cloud menu (), select Settings () | <your product name> | Manage Template.

  3. Go to the archived templates list.

  4. Open an archived template to create a draft based on that template.

    5. The new draft opens.

  5. Make changes as necessary.

  6. From the Cloud menu () , select Settings () | <your product name> | Manage Template.

  7. Select Publish Template to have the changes applied to new engagements.

    The published template is added to the archive and a record of it displays in the archived templates list.