Creating a New Template Revision

Create a new template revision in DRAFT for an existing template so you can make updates without changing the current active version.

Prerequisites

• Admins and Managers can create new template revisions.

Steps

1. Go to the Bid Packages workspace.
2. In the left navigation, click Library → Templates.
   The Templates Dashboard opens.
3. Select the template for which you want to create a new revision.
   The Template preview opens. A new revision can be created only if the current revision is ACTIVE.
4. Click Actions and select Start a new DRAFT.
5. Review the confirmation message:
   You are creating a new DRAFT of this template. This will create an editable revision.
6. Click Yes to proceed.
7. The new revision is created in DRAFT state.
8. Start editing the new revision as needed.

What Happens Next

• The previous revision remains unchanged and available for reference.
• The new DRAFT revision can be edited, reviewed, and published when ready.

💡 Tip:

•  Use template revisions to safely make updates while preserving a clear history of changes.

BP-053