Document Version History

Review earlier revisions of a template's document and see who saved each one.

Every save from the in-browser editor produces a revision. The revision list answers "what changed and who changed it" for the document text, alongside the audit log's record of account-level events.

  1. Open the revisions list

    In the template builder, open the dropdown arrow next to SAVE and choose Revisions. Each entry shows the save time and the user who saved it.

    Revisions dialog listing document versions with view buttons
  2. View an earlier version

    Select VIEW on any entry to open that revision of the document. Compare it with the current text before deciding anything needs to roll back.

  3. Roll back by re-editing

    To restore earlier wording, open the current document in the editor and reapply the text from the revision you viewed, then save — this records the rollback as its own revision, so the trail stays complete.

Review earlier revisions of a template's document and see who saved each one.

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