Short answer

Keeping only the latest copy hides what changed and why. Version history makes documents, reports and plans recoverable.

What you need

  • A meaningful version note
  • A distinction between source and result
  • Restore-as-new-version behavior

Step by step

  1. Preserve the current version before a material change.
  2. Record what changed and why in a short note.
  3. Restore an older state as a new version without erasing later history.

Common mistakes

  • Treating every keystroke as a version
  • Leaving no note
  • Deleting later history during restore

Safety and verification

Manage personal data retained in versions according to the storage and deletion policy.