Start free

Template Versions, History, Compare and Restore Explained

How SignSealer templates change without changing anything already signed: print a blank copy, add your letterhead, choose whether photographs go in the signed PDF, set how long a signature stays good, then revise, tidy the wording, compare two versions and restore an older one.

What the video covers

For members.

A template is wording you send again and again, and once it is published it is fixed, so what somebody signed never changes underneath them. This video covers the settings that change no words, then a new version, its history, and going back to an old one, on Fern Hollow's campground waiver.

Each template's More menu holds its settings. Print a blank copy opens a PDF in a new tab: your name and logo, the words as a signer reads them, a line for every blank, and the lines to sign. It is for the day the tablet is flat or the signal is gone. Each page names the version and the day it was printed. A copy signed on paper is yours to keep, but it is not in the electronic record and carries no certificate.

Turn letterhead on prints your business address under the document and the signed copy. The menu says how it is set now; choose it to switch. The address sits outside the words the certificate fingerprints, so it is safe on a published template.

A template that asks for a photograph, like this boat check, has one more switch in its menu. Photos in the PDF prints each photograph into the signed copy, after the certificate. Turn it off for pictures that should not travel with the copy. The certificate still lists each one by its fingerprint, and you can still see them on the document's page.

How long it lasts, also in the menu, is for a signature that runs out, like a waiver good for a year. Set it to what the document itself says, because the wording is what binds. Each person can be reminded by email before theirs runs out, with a link to the template's public form; this one has no public form yet, and the page says so. Save, and Documents shows each signature as good until a date, or run out.

Back in Templates, choose Revise from the menu. Version one stays exactly as it is, because anybody who signed it signed that text, and this starts version two as a draft. Quiet hours start at eleven this summer, so change the line.

Tidy up the wording asks a model for headings, numbering and plainer sentences, without adding or removing anything the document says. It lists what it changed, and asks you to read it before you keep it, because nothing can check whether a promise was softened. Nothing is saved until you save. Keep it, or press Use my original to have your own words back.

Say what changed: the note is kept with the version, in its history. Save it as version two. It waits under Drafts until you publish it: Continue, and the last step publishes version two. New documents use version two, and every document already sent keeps the words it was sent with.

In Templates, History is in the template's More menu. It lists every version, newest first: when it was published, what changed, and how many documents were made from it. View opens any version whole.

Compare with version one shows the line taken out, struck through in red, and the line put in, in green. Below it, any question added, removed or changed, and whether the consent wording changed.

Changed your mind? In History, an older version has Restore as a new draft. It changes nothing in the past: it copies version one's words into version three, a draft, with your note of why. Save it, and publish it from Drafts like any other. While a draft is open, nothing else can be restored.

Last, back on How long it lasts. When a new version changes what people agree to, Everybody signs asks each person who signed an earlier one to sign this one, and their old signing shows as terms changed until they do. A fixed typo is not a reason to.

Watch on YouTube