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Versions and revisions

Distinguish versions from revisions and select a version for PDF generation.

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You will see both versions and revisions while working on templates. A version selects the template edition to use; revisions record changes within that edition. Together, they let you develop a design and trace its saved content.

1. Versions select what to run

A template can have v1, v2, and subsequent versions. Each has its own content and Draft/Published status. Run lets you select the version before creating a PDF.

For an integration, specify version to target the intended edition. If omitted, the system uses the template’s current version, which does not necessarily mean the latest published version.

RUN
VERSIONv2
VARIANTStandard
Run → Version selects the template edition for the job

2. Revisions record changes within a version

Saved content is recorded as a revision that you can inspect or restore. For example, v2 may have revision 1 at creation, revision 2 for a content edit, and revision 3 for a CSS change.

A revision number does not replace the version in Run. Selecting v2 does not pin an immutable revision either: v2 can still receive further saves.

Version 2 · History
Revision 3CSS update · current
Revision 2Content update
Revision 1Version created
One version contains multiple historical revisions

3. Create a version from an existing one or start blank

Open the version selector in the top bar and choose New version. Select a source version and choose Create to reuse its design, or choose Blank to start empty.

Wait for creation to finish before editing. The new version needs its own review and publication; requests targeting the old number continue to do so until you change them.

New version
BASED ONVersion 1
New version → choose a source → Create or Blank

4. Distinguish version, variant, and schemaVersion

These names refer to different choices:

Name Purpose
Version Template edition selected for a PDF job.
Variant Alternative values or visibility within a version.
schemaVersion Template data format in its JSON file.

For alternative labels or colors within a shared structure, see Variants. To return to an earlier save, use revision history.

RUN
VERSIONv2
VARIANTStandard
Version and Variant are separate selections in Run

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