Working with Revisions in a Template

This guide explains how to access and switch between different template revisions so you can safely manage changes while maintaining a clear revision history.

Steps

1. Go to the Bid Packages workspace.
2. In the left navigation, click Library → Templates.
   The Templates Dashboard opens.
3. Select the template you want to work with.
   The Template preview opens.

View or Switch Between Revisions

You can switch between template revisions using either method below.

Option 1: Use the Revision Navigation Arrows

1. Locate the Revision label at the top of the template, as shown in the image above.
2. Click the left or right arrow next to the Revision label.
3. Each click moves you to the previous or next revision in sequence.

Use this method for quick navigation between nearby revisions.

Option 2: Use Template Information Icon

1. Click the Template Information icon in the left panel.
2. Scroll down to Template Revisions, as shown in the image.
3. Select the revision you want to view from the list.

Use this method when you want to jump directly to a specific revision.

💡 Tip: 

• Use the Revision navigation arrows when reviewing recent changes, and use Template Information when you need to locate a specific revision by name or order.
• Only one revision can be ACTIVE at a time. This helps ensure everyone is working from the same approved version of the template.

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