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Manage the Copied or Restored Template

This how-to guide focuses on managing Form Templates that have been copied or restored in Authorium. After copying or restoring a template, you must create a draft version before making modifications or publishing it.

When to Manage a Copied or Restored Template​

You should manage a copied or restored Form Template when you need to:

  • Modify a copied template before using it in project workflows.
  • Ensure a restored template is up to date before making it available again.
  • Control when and how the template is published.

To Create a Draft Version​

  1. Select the Copied or restored Form Template.
    Manage the Copied or Restored Template 1
  2. Click Create Draft Version.
    Manage the Copied or Restored Template 2
  3. Choose whether to Edit Draft Version before publishing or proceed directly to publication.
    Manage the Copied or Restored Template 3

To Publish the Copied Template​

  1. Select Publish Draft.
    Manage the Copied or Restored Template 4
  2. Choose how you want to publish this draft version:
    • Publish Live Now: This version will be immediately available in project templates for all new projects.
    • Scheduled for Later: Set a future date for this version to go live in project templates.
  3. Click Save to finalize your selection.
    Manage the Copied or Restored Template 5

See Also​

To complement your knowledge of this process, check the following pages: