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Template Versions

Every time you save a template, DocGenLab automatically creates a new version. This gives you a full audit trail and the ability to roll back to any previous state.

How Versioning Works

  • Version 1 is created when you first save a template.
  • Each subsequent save increments the version number.
  • The most recently saved version is always the active version — it's what gets used when you generate a document.
  • Older versions are stored permanently and can be viewed or restored at any time.

Viewing Version History

  1. Open any template.
  2. Click the Versions tab.
  3. You'll see the full list of saved versions with timestamps.

Each version entry shows:

  • Version number
  • Date and time saved
  • A preview of what changed (if available)

Rolling Back to a Previous Version

  1. Open the Versions tab.
  2. Find the version you want to restore.
  3. Click Rollback to this version.
  4. The selected version becomes the new active version — a new version entry is created (the history is never deleted).
Non-destructive

Rolling back doesn't delete anything. It creates a new version with the content of the older one, so you can always undo a rollback.


API: Fetch a Specific Version

You can retrieve any historical version via API:

# List all versions for a template
curl -X GET "https://api.docgenlab.com/api/v1/templates/TEMPLATE_ID/versions" \
-H "X-API-Key: dgl_your_key_here"
[
{ "version": 3, "created_at": "2024-02-10T14:22:00Z" },
{ "version": 2, "created_at": "2024-02-08T09:11:00Z" },
{ "version": 1, "created_at": "2024-02-01T10:00:00Z" }
]

Document generation always uses the latest active version unless you are referencing a specific past state.


Best Practices

  • Add meaningful names / descriptions when saving significant changes — this makes the version list easier to scan.
  • Use UAT environment to test new versions before promoting to Production, so Production users are never affected by a work-in-progress template.
  • Don't delete templates — use soft-delete (archive) so historical documents that reference the template can still be traced.