The Worksheet: Accessing Versions

Need to review price or stem-count changes? Load up a previously saved version of your Design Worksheet.

  • If you have completed any work, save it as a New Version before completing the next steps.
  • Click the 'Options' button at the top-right of your Design Worksheet.
  • Click 'Load Version'.
  • A box will pop up with all of your saved versions. Select the one you want to review and click 'Select Version.'
  • The Design Worksheet will load with your selected version. At this point, you can continue working off this one and save it as a New Version or switch back to your last save.
  • Special Note: Your client will not see these changes until you Save and Publish a new proposal version.
ScreenRecording2024-09-20at3.45.33PM-ezgif.com-optimize