Revision History: Revert from earlier template

  • Profile Image
    rhenasey
    Asked on October 29, 2014 at 08:10 PM

    A client signed a contract from Jot Forms. I changed the template and went to go and look at the PDF for the submission and that also changed. Is there a way to render the PDF when they sign the contract? would using drop box do this for me automatically?

  • Profile Image
    Charlie
    Answered on October 29, 2014 at 08:43 PM

    Hi,

    Reverting the earlier template for the PDF submission is not possible right now. But we do have a revision control/history in our form editor. 

    1. Under "My Forms", click the form you want to revert the previous changes or template. Click the "More" option and choose "Revision History"

     

    2. In the "Revision History" you should see all the changes in the left pane to when you made all the changes, you can then revert back to the earlier template you made. And get back to the submissions to have the same contract template that your client had.

     

    I'm not sure what you meant with the Dropbox, but you can automatically upload the submissions to your Dropbox. You can see the setting by navigating to "My Forms"->Choose Form->Click Submissions

     

    I hope this helps. Let us know if you need further assistance on this.

    Thank you.