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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  • Don't delete templates — use soft-delete (archive) so historical documents that reference the template can still be traced.