Version Control

Every version,
forever

Complete version history for insurance forms. Published versions lock permanently. Rollback when needed. DOI audit ready by design.

Shared Drive / Forms
CP_Policy_v2.docxNov 2023
CP_Policy_v2_EDITED.docxDec 2023
CP_Policy_v2_FINAL.docxJan 2024
CP_Policy_v2_FINAL_v2.docxJan 2024
CP_Policy_APPROVED.docxFeb 2024
CP_Policy_APPROVED_USE_THIS.docxMar 2024
Which one is current?
The Problem

File-based version control is chaos

Shared drives become graveyards of competing versions. Nobody knows which file is authoritative. Change history is lost. Rollback is impossible.

No clear current version
No record of what changed
No way to rollback
DOI requests trigger panic
Locked Versions

Published means permanent

When you publish a form version, it locks. The content, the date, who published it. That version becomes the permanent historical record. It can never be changed, only superseded.

v2.1.0
Published version
Locked
PublishedJan 15, 2025
BySarah Mitchell
Forms12 documents
This version cannot be edited
View
Compare

Complete Change History

Every edit tracked automatically. See who changed what, when, and why. Compare any two versions with visual diffs.

Added hurricane exclusion2h ago
Published v2.0.03d ago
Coverage limit of $500,000
Coverage limit of $1,000,000

Branches & Rollback

Draft changes without affecting production. Test updates in a branch, then merge when ready. Rollback to any version instantly.

mainproduction
tx-updatesdraft
Rollback to any version

The difference is clarity

File-Based Systems

  • No clear current version
  • No change history
  • Can't rollback easily
  • No draft workspace
  • DOI requests are emergencies
  • Manual version tracking

With Pathience

  • Current version always clear
  • Complete change history
  • Rollback to any version
  • Draft branches for development
  • DOI requests are routine
  • Automatic tracking

Stop tracking versions in spreadsheets

See how version control transforms form management from a liability into a competitive advantage.