Edit document template version information

Version name and notes help you keep track of the document template changes you publish. The version name appears on the document template dashboard to let you know which version of the template is live while the version notes appear as a change log in the template’s Version history. You can update either from the Version history.

Back to Help Center

Navigate to the document template dashboard.

Click the gear icon in the right corner of the top navigation bar to open the settings menu.

Select 'Version history'

templaterollbackedit_1

Select a version to edit.

templaterollbackedit_2

Select Edit version information.

Click the vertical ... menu next to the version name you would like to edit and select Edit version information… from the dropdown.

templaterollbackedit_3

Edit and save changes.

Edit the version name and/or version notes and click Save.

Back to Help Center

Get started today

Try our API and no-code tools to see how easy it is to convert PDFs into webforms, e-sign PDFs, and embed Workflows in your application. No credit card required.

Our Maker plan includes 500 PDFs filled or generated over API, 5 Etch e-signatures, and 5 Workflows each month.