Custom Template Version History

Document templates provide custom layout options for PDF, Word, HTML, and Excel documents. Templates also define the content in FreeMarker, Handlebars, and DRELClosed Data Reference Expression Language (DREL) is used to get form data and metadata and add it to a string, such as dates, usernames, or answers to questions in forms. documents. When you save a document, the system creates a new version of the template and stores that version for 45 days. This topic describes how to access and download a stored version of a template in case your current version isn’t working as expected.

Note: Template versions are automatically deleted after 45 days. Save templates locally if you need them available for more than 45 days.

Available on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Contents

Supported document types

The TrueContext system stores template versions for the following document types:

  • FreeMarker
  • Handlebars
  • DREL
  • Excel
  • PDF
  • Word
  • HTML

Download and use a stored template

  1. Go to the Document and hover over the arrow beside the document name.

  2. Select Version History.

    Document dropdown menu highlighting 'Version History' option

    Result: The Version History page displays all the stored template versions.

    3. Tip:Each version of a PDF, Word, and HTML custom layout has both HTML and CSS files.

  3. Identify the template files you want to download.

    Version History table listing available template versions

  4. Hover over the corresponding row, and then select the Download icon from the right side of the table.

    Version History Table Row showing Download Icon

    Result: The file is saved to your default download location.

  5. To use the downloaded template file, follow the link to go Up To your document, and then select Edit Document.

  6. How you add the contents of the template file depends on the type of document, as described in the following list:

    • FreeMarker and Excel
      Steps Example
      1. On the Configuration tab, select Choose File.
      2. Select the FreeMarker or Excel file you want to upload.

      Document configuration tab highlighting Choose file button

    • Handlebars and DREL
      Steps Example

      On the Configuration tab, copy and paste the template contents into the Handlebars or DREL Template field.

    • PDF or Word or HTML
      Steps Example
      On the Formatting tab, select Launch Document Editor. Document configuration tab highlighting Launch Document Editor button

      For FreeMarker or Handlebars:

      1. Paste the template contents (.css or .txt) into the corresponding CSS or HTML tab.
      2. Select Apply Changes.

      Document configuration tab for FreeMarker/Handlebars

      For DREL:

      1. Go to Tools > Source Code.
      2. Paste the template contents into the Source Code window.
      3. Select Apply Changes.

      Document configuration tab for DREL

  7. Select Update to save your changes.

    Result: The system creates and stores a new version of the template file.