While the general method of creating a revision of a template is to create a new version by copying the contents from the active version, instead, you can create a new version by importing a Google Doc.
Use this method of creating a new version of a template from a Google Doc when you author the templates, like your procedures, in Google Docs. In this scenario Google Docs in Google Drive is the authoritative source and centralized repository for your templates. These templates could be the procedures for your organization.
In the Google Doc you create the required updates. Once the changes are complete in your Google Doc, now you need to make those changes to the template in Keeni. Instead of manually making the updates a new version, you can import the updated Google Doc as a new version to the template.
How to Create a Revision to a Procedure Template from an updated Google Doc
1. When viewing the Versions tab of the template, click the button for New Version.
2. A dropdown menu will be displayed with four options to create a new version.
3. Click the Import Google Doc link.
4. You will be directed to the Import Google Doc page.
If you are not currently Signed In with Google, then you will need to authenticate with Google first. Once authenticated, Keeni will be able to display a list of your Google Docs. See the authentication process with Google in this article: Creating a New Template by Importing a Google Doc.
5. The switch for Use Existing Template should be toggled on and the template selected. This will create a new version of the selected template, rather than creating a whole new template.
6. Select the Google Doc that you want to import. Click the corresponding Import button.
7. The Version number will be auto incremented. You can change this after it is imported as a new version by updating the Settings for the version.
8. The Google Doc will be imported and converted into a template.
9. You will be directed to the view page of your new version. The status of the new version starts in draft so you can use the template Editor to make any further enhancements.
Once the version is ready, you can activate it. Then new documents for the template will use this new version that is active.
Specifying the Description and Reason for the Version
The Description and Reason options are optional. They are to help provide more structure and context in the version control system.
Since the import process to create a new version from a Google Doc doesn't allow you to specify the Description nor Reason, you can still set these values.
Learn how to Update the Description and Reason for a Version.