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You stay in control

Version history and rollback

Every published version is kept, and you can restore any of them.

Claims intake · Versions
  1. DraftDiscard

    Claims over $10,000 need a second approver.

  2. PublishedIn use

    Ask the claimant for photos before review.

  3. Earlier versionRestore

    Send the adjuster a form instead of an email.

  4. Earlier versionRestore

    First version.

Runs that started on the published version finish on it.

Every published version stays in the history with a plain-language summary of what changed. Restore an earlier one in one step.

How it works

  • Changes start as draftsEditing doesn't touch the live version. Test the draft before anyone else sees it, and runs already in progress finish on their version.
  • See what changedEach version has a plain-language summary of what changed.
  • Go back in one stepIf a change doesn't work out, restore an earlier version.

For example

An operations lead tightens an approval rule in a draft and runs a test claim through it before publishing. A few weeks later the team decides the old rule worked better, so they restore the previous version. Claims already in progress finish on the version they started on.

More detail in the docs: Editing & publishing →

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