Template Versioning

Overview

Document Stack automatically versions your templates every time you save. This gives you a complete history of changes and the ability to revert to any previous version if needed.

Automatic Versioning

Every time you save a template (manually or via auto-save), a new version is created with:

• A version number (v1, v2, v3, ...)
• A timestamp of when the save occurred
• The name of the team member who made the change
• A complete snapshot of the template at that point

Viewing Version History

1. Open a template in the editor
2. Click Version History in the toolbar (or the clock icon)
3. A sidebar panel shows all versions in reverse chronological order
4. Click any version to preview it on the canvas

Restoring a Version

1. Open the version history panel
2. Find the version you want to restore
3. Click Restore this version
4. Confirm the restoration

Restoring a version creates a new version (e.g., v8 restored from v5). The previous versions remain in the history, so you can always go back.

Draft vs. Published

Templates have two states:

• Draft — Work in progress. Edits are saved but not used by the API.
• Published — The version used when generating PDFs via the API.

This separation means you can make changes to a template without affecting live PDF generation until you're ready to publish.

Publishing a Draft

1. Make your changes in the editor
2. Preview and verify the template looks correct
3. Click Publish in the toolbar
4. The current draft becomes the published version

Version Limits

When the limit is reached, the oldest versions are automatically removed. The published version is never removed regardless of the limit.

Next Steps

• Editor Overview — Full editor tour
• Template Design Patterns — Best practices for templates
• Canvas & Layers — Navigate the editor canvas