Check and approve

Four checks keep a template safe to generate from: Validate, Preview, proofs and a person’s approval.

I want to	Guide
Check a template before asking for approval	Check a template with Preview, Validate and proofs
Approve one exact version and make it active	Approve and activate a template
Make an earlier version active again	Go back to an earlier version
Fix a template after a field or access change	Fix a template after your Salesforce data changes