DocuMerge will save your last 30 revisions. This applies to both uploaded templates (office and PDF templates) as well as HTML builder templates.
Version history includes:
- Uploaded/Saved At (timestamp)
- Uploaded/Saved By (user name)
- Editor Type (if an HTML/WYSIWYG builder template)
To view your revisions, and optionally revert to one:
- Open Your Template
Select the document template you wish to view your revisions of.
- Select the “Document Builder” or “Manage File” Tab
Depending on whether you used the Document Builder or uploaded a File as your template, this tab will vary in name.
-> Document Builder
-> Manage File - Select “Version History”
Find the “Version History” button and click it. You’ll be presented with your available template revision history.
- Select “Preview” or “Download”
To view a specific revision, you’ll have the option to “Preview” when using the DocuMerge Document Builder or “Download” if you provided a File as your template.
-> Document Builder -> Preview
-> Manage File -> Download - Revert as Needed
If you wish to revert to a prior version, select “Revert”.