Revert automation mistakes using Version History

You can revert to a previous version of a form with Smokeball if you make mistakes or override important information and need to restore the older version. 

Reverting forms

1. Open the relevant matter and select the Forms & Templates button.
   
2. Navigate to the form you want to revert by double-clicking the relevant folder.
3. Right-click on the form.
4. Select Version History.
   
   
   • The asterisk (*) by the date indicates the current version of the document.
     
5. Right-click on the version you want to use and then select Set as current version.
   
6. Select OK.

When you open this form in the future, it will open with the version that you have selected (displayed with an asterisk).

Reverting document containers

1. Open Smokeball Settings and navigate to Document Containers.
2. From the Document Containers window, right-click on the container you wish to revert. 
3. Select Version History. 
   
4. Review the previous versions of your container and once you locate the original that you wish to revert to, right-click it and select Set as current version. 
   • The asterisk (*) indicates the current version of the document container. 
   • If you are unsure which version you are looking for, select View this version before setting it as the current version. 
     
5. Select OK.

Additional tips

There is no limit to how many times you can change the version of the form or document container.