To keep a record of any changes made to your S-Docs templates, you can use Version History. This feature creates an archived version of a template each time it is saved.
Enable Version History
To enable version history, open the template editor and navigate to the Document Options tab. Find the Other Options section and locate the Maximum versions retained in archive field.
Version history is enabled when this field is set to any value other than "Disable Version History." Choose the maximum number of versions (cloned, archived templates) S-Docs should create.
Version History Functionality
S-Docs creates an archived version of your template each time you click Save, Save & Close, or Save & Preview, depending on the value you set the Maximum versions retained in archive field to.
If you choose 5, for example, S-Docs will create an archived version of your next 5 template saves.
Archived templates have "[ARCHIVED:yyyy-MM-dd]" appended to the template name.
You can view all archived versions of a template by navigating to the detail record of the current version and clicking over to the Related tab.
You can also view all archived templates in your org by selecting the Archived Templates list view for the S-Docs Template object.
Archived templates are read-only. Edits are not retained due to the absence of the Save buttons in the template editor.
Restore Archived Template Versions
To restore an archived template, you can use the Restore Link field. Navigate to the current version of your template, click over to the Related tab, and click the Restore Link for the appropriate archived template.
Note that when you restore an old template version, the current version of that template will be saved as an archived template.
Tags: Template Editor