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When you click New Template on the Templates page or any existing template from the list, you are taken to the template content editor. This is where you define the content of your legal document, create its version, and prepare it for publishing.
Template content editor
Templates with new content are always created as drafts. They are not visible to your end users and cannot be used in integrations until you publish them.

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Editor

The large text area in the center is where you write or paste the content of your legal document. This is the main body your end users will see during the clickwrap process. The editor supports headings, lists, quotes, code blocks, links, images, and tables as well as basic formatting options.

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Language

The platform supports a wide range of languages. You can manage languages by adding or removing them, selecting a default language, and configuring language-specific titles and content.
Language management

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Versions panel

On the right side, you will see the Versions tab. Every template starts with a single draft version created automatically.
Versions panel
For each version, you can:
  • See when it was published or created
  • Edit the version if it is a draft
  • Delete the version (only if it is still a draft or has no linked events)
Templates can have multiple versions over time, but only one version can be effective at a time.
A template is not active until you publish its first effective version.
Publishing a version is irreversible — content cannot be modified afterward. To make changes, create a new version.

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Settings tab

The Settings tab allows you to configure additional options for your template. These settings apply to the template as a whole and influence how the content is displayed during clickwrap flows. The content of this tab varies depending on whether you are viewing a draft or a published version: Draft version:
Settings tab — draft version
  • Configure placeholders to dynamically insert user-specific data into the document.
Published version:
Settings tab — published version
  • Effective at (Go live on date) — The date and time when the version becomes (or became) active.
  • Document must be accepted by — An optional date and time indicating when end users are expected to accept the clickwrap. This serves as informational guidance only.
  • Public Static URL settings — Generates a public link that allows the document to be viewed externally.

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Save as draft and publish

In the top-right corner, you have two actions:
  • Save as a draft — saves your changes without publishing them
  • Publish — locks the content and saves it as a new, immutable version
It becomes live and available for integrations only when its Effective at time is reached; any updates require creating a new version.

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Add new version

If you return to an existing template later, you can click Add new version to create a new editable draft based on the previous content. This is how you update legal documents over time while maintaining a full version history.

Placeholders

Insert dynamic fields into your templates.

Version types & lifecycle

Understand major vs. minor versions and lifecycle states.

Widget appearance

Customize how the clickwrap dialog looks for end users.