Document Preview & History

Find the template and document type you want to review. Ask Finance before restoring a version used for regulated output.

1. 1
   Open Document Templates and select a template.
2. 2
   Preview it with sample data or an available record; check totals, addresses, tax labels, and wrapping.
3. 3
   Open Revisions, preview the older version, and restore it only if approved.
4. 4
   Compare the current preview with the last issued version when investigating a dispute.
5. 5
   Open the source order, invoice, or bill to verify the underlying details.

A changed template may affect future output without changing an earlier document.

Restoring a revision creates a new current version for future documents; it does not change the original transaction.

WARNING: A template preview does not post or alter the source transaction. Restoring a revision affects future generated documents; confirm with Finance before using it for regulated forms.