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

• Create containers with a name and optional description
• Duplicate a whole container — copies its documents into a new container, optionally including content
• 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
• Create a new draft from an active version to iterate on content

Version States

State	Visible to signers	Editable
Draft	No	Yes
Active	Yes	No
Archived	No	No

Caution

Publishing a new version does not automatically archive a previously active one — more than one version of a document can be Active at the same time. Archive the old version explicitly if you want only one live at once.

Tip

Detailed step-by-step guides with screenshots are coming soon.

Related

• Clause Editor — Edit the content of a document version
• Signing Invitations — Invite signers to a published version