Containers & Documents
Containers are the top-level organisers in TheTerms. Think of a container as a project folder — for example, “Employee Onboarding 2026” or “Vendor Agreements”. Each container holds one or more documents, and each document tracks its history through versions.
Key Capabilities
Section titled “Key Capabilities”- Create containers with a name and optional description
- Add multiple documents inside a container
- Create document versions with Draft, Active, and Archived states
- Publish a version (set to Active) to make it available to signers
- Archive old versions while keeping them for audit purposes
- Duplicate a document version to iterate on content
Version States
Section titled “Version States”| State | Visible to signers | Editable |
|---|---|---|
| Draft | No | Yes |
| Active | Yes | No |
| Archived | No | No |
Only one version can be Active at a time. Activating a new version automatically archives the previous one.
Related
Section titled “Related”- Clause Editor — Edit the content of a document version
- Signing Invitations — Invite signers to a published version