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Understanding Document Templates and Versions

Why templates are versioned, and how your church gets its own copy the moment you customize one.

Why templates are versioned

Every time a template's layout or content changes, Sermfy keeps the previous version rather than overwriting it. This means cards already generated under an older layout remain visually consistent with when they were issued.

System templates vs. your church's templates

Sermfy ships system templates (like the default Classic Membership Card) that every church starts with. The first time your church customizes one, Sermfy "forks" it into your own tenant-specific copy, your edits never affect the original system template or other churches.

This fork-on-save behavior is automatic, you don't need to explicitly "duplicate" a template before customizing it.

Where to see version history

Template settings show the version currently active for new generations, older versions remain associated with any documents already generated from them.