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The Templates page is the first screen you see after logging into the ClickTerm Dashboard. This is where you manage all legal documents shown to your users during clickwrap flows, such as Terms & Conditions, Privacy Policies, and various agreements. This page gives you a quick overview of all templates you have created and their current status. It is designed to help you quickly understand which templates are active, which are outdated, and which may need updates.

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Templates table

Templates table
Each row in the table contains:
  • Template Name — Opens the full details of the template
  • ID — The unique ClickwrapTemplateId used in the API
  • Created date — When the template was created
  • Version — The currently effective version
  • Tags — Tags associated with the template
  • Enabled — Whether users can see this template in clickwrap flows
  • Actions — Options such as “View events”
The ID column is especially important when you integrate ClickTerm into your product.
Search & Filters — You can use the top bar to search by template name or ID, filter by creation date, enabled/disabled status, associated tags, or linked apps.

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What you can do here

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View or edit a template

Click the template name to open its details. You can review the text, check version history, create a new version or draft.

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View version history

Click the currently effective version of the template to see all published versions.
Version history dialog

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Enable or disable a template

Use the toggle to activate or deactivate the template. Only enabled templates may appear in clickwrap flows.
Disabled templates are excluded from API responses.

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View events

Open all consent-related events linked to a template, including device information, timestamps, IP, and other metadata.

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Configure template settings

Template settings dialog
When you click Add tag or Set up Clickwrap in the Actions menu, a dialog window opens where you can add tags and link the template to an app for additional capabilities available through the Developer API. If the template has published content, you can also configure Public Static URL settings from this dialog.

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Create a new template

Click the New Template button in the top right corner to set up a new template. After you create it, a unique ClickwrapTemplateId is generated automatically.
Create separate templates for each type of legal document and disable templates you no longer use.

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Next steps

Editing content & publishing

Write and publish your template content using the rich text editor.

Placeholders

Insert dynamic fields like name, email, and company into your templates.