How To Save Different Versions of a Protocol

Protocols can be saved in the protocol templates to keep track of each version.

To create a new version of a Protocol Template: 

  1. Navigate to the Templates>Protocol on the left taskbar.
  2. Select the protocol you would like to edit by clicking on its name
  3. Click the Save as draft button.How To Save Different Versions of a Protocol
  4. To save the new version, click Publish.
    1. To keep it as a draft, just navigate out of the protocol.

Only owners and users of the protocol template can make edits. Only owners can publish it as a new version.

To learn how to view previous versions of a protocol template, read this article.

If you have any additional questions, please, do not hesitate to contact us at For more information about the Premium plans, please request a quote.