Template Versioning

Your templates are living documents. They can be modified frequently as part of your continuous improvement process.

Every time you save your template a new version is created.

Your previous versions can be viewed from the Templates screen. Click on the 'Version History' tab and then click on the 'View This Template' button for the version you want to view.

The template designer will open and the version you clicked will be loaded.

If you want to revert back to this version simply click the Save button and this version will become the latest version. You can also make changes to the template before saving.

Versioning gives you peace of mind that you will never inadvertantly lose an important change to your template process documents.