When to Create a New Version
- Before making major changes
- After completing a milestone
- To save different variations (like “With charts” vs “Without charts”)
- To create checkpoints you can return to later
How to Create a Version
- Click the Versions tab at the top
- Click Create Version
- Set the Version Number (e.g., “2”)
- Enter a description (e.g., “Added financial charts”, “After client review”)
- Click Create
The Version Number is automatically assigned, but can be manually changed.