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Workflow versions

anyformat automatically tracks changes to your workflows through versioning.

How versioning works

Every time you edit a workflow, a new version is created automatically. This means:
  • Your previous configurations are preserved
  • You can see the history of changes
  • Each version captures the complete workflow state

What creates a new version?

  • Adding, removing, or modifying fields
  • Changing the extraction schema
  • Updating workflow configuration

Version history

Versions form a chain, allowing you to:
  • Track how your workflow evolved
  • Understand what changed between versions
  • Maintain a complete audit trail

Document templates

Document templates are pre-configured starting points for common document types. They represent:
  • A known document category
  • A partially defined schema

Example template

Extract structured data from national IDs and passports, including full name, document number, date of birth, nationality, issuing country, and expiration date.
Templates save time, but behave like normal workflows once created.

How templates work

When you use a template:
  1. A new workflow is created with pre-defined fields
  2. You can modify the schema as needed
  3. The workflow follows the same lifecycle (Define → Refine → Publish)
Templates are just a faster starting point — you’re not locked into anything.

When to use templates

Use templates when:
  • You’re working with a common document type
  • You want to get started quickly
  • You’re not sure what fields to define
Use custom workflows when:
  • Your document type is unique
  • You need specific fields not in templates
  • You want full control from the start

What’s next?