Versioning and Commenting in Interactive Communication Editor
Interactive Communications allow organizations to create dynamic, data-driven documents for personalized customer communication. To support better collaboration, governance, and controlled publishing workflows, the Interactive Communication Editor provides versioning, reviewing, and commenting capabilities.
These features help authors manage multiple iterations of an Interactive Communication, capture reviewer feedback, revert to earlier versions, and maintain a clear audit trail throughout the content lifecycle.
Interactive Communication Versioning
Versioning in the Interactive Communication Editor lets authors:
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Create multiple versions of an Interactive Communication
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Save incremental changes with meaningful labels and comments
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Revert to any previous version
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Compare differences visually
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Maintain clean governance for review, approval, and release cycles
This ensures that authors can experiment, iterate, and refine Interactive Communication designs while preserving full historical context.
Create a Version of an Interactive Communication
Use versioning when you want to preserve the current state of an Interactive Communication before making updates.
To create a new version:
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Navigate to Forms & Documents and select the interactive communication you want to version.
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In the upper-left corner of the asset view, select the rail toggle, then choose Timeline from the panel options.
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The Timeline panel opens on the left and displays the activity history for the selected interactive communication, including annotations and previous versions.
For example, after a review cycle, the timeline may show annotations such as update address and Update Car Model alongside other activity entries.
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At the bottom of the Timeline panel, click Save as Version.
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In the Create new version dialog, enter a version label and an optional comment describing the purpose or changes in this version.
For example, enter Includes new bank logo as the version comment.
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Click Create.
The new version entry appears in the timeline and a success message confirms the version was created.
A new version entry is added to the version list, capturing your current Interactive Communication state.
Update a Version
Each time you modify and save the Interactive Communication, you can create a new version to capture the updated state.
To add a new version after editing:
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Open Forms & Documents and select the interactive communication.
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Open the Timeline panel from the left rail.
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Follow the steps in Create a Version of an Interactive Communication to save the current state with a new label and comment.
This helps teams track progress and ensures transparency in the lifecycle.
Revert to a Previous Version
If an Interactive Communication needs to return to an earlier configuration:
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Navigate to Forms & Documents and select the interactive communication.
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Open the Timeline panel from the left rail.
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In the timeline, select the version you want to restore. For example, select Bank Interactive Communication V1 with the comment Includes new bank logo.
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Click Revert to this Version.
A success message confirms the interactive communication was restored to the selected version. The timeline records a Page restored entry.
The Interactive Communication is restored to the selected version, allowing authors to undo unwanted changes or recover from errors.
Compare Two Versions
You can compare any two versions of an Interactive Communication side by side as PDF previews, making it easy to spot layout and static content differences without opening each version individually.
For step-by-step instructions, see Compare Interactive Communication Versions.
Add Comments to an Interactive Communication
Commenting enables reviewers and authors to add general notes directly from the Timeline panel in Forms & Documents.
To add a comment:
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Navigate to Forms & Documents and select the interactive communication.
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Open the Timeline panel from the left rail.
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Enter your note in the Comment field at the bottom of the Timeline panel and save it.
Comments appear in the timeline alongside annotations, version entries, and other activity. For example, after a review cycle, the timeline may list annotations such as update address and Update Car Model above general comments and version history.
For positioned, component-level review feedback — where a reviewer pins a comment to a specific field or section on the canvas — use the Annotations feature instead. See Review and Annotate an Interactive Communication.