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When working on a Worksheet, you save your ongoing edits by clicking the Update button at the end of the Worksheet. 

You also have the option of saving "Revisions" as you go along if you want to archive a particular version of a Worksheet. Also, when clients submit worksheet information through the client portal, they automatically create a "Revision" - so you know exactly what the Worksheet was like before they submitted information. 

You can <b>"Restore"</b> any old <b>"Revision"</b> in a click! Watch this video for more information. 

<a href="https://help.britevenue.com/en/articles/5015809-managing-worksheets-beo-s-video" target="_blank" rel="nofollow noopener noreferrer">Managing Worksheets (Video)</a>

<a href="https://help.britevenue.com/en/articles/5252851-how-do-i-stop-a-worksheet-being-automatically-generated-in-a-booking" target="_blank" rel="nofollow noopener noreferrer">How do I stop a Worksheet being automatically generated in a booking?</a>

<a href="https://help.britevenue.com/en/articles/5578230-when-i-create-or-edit-a-worksheet-template-how-does-it-affect-current-bookings" target="_blank" rel="nofollow noopener noreferrer">When I create or edit a Worksheet template, how does it affect a current booking?</a>

Feel free to send us a message by clicking the Chat Icon in the bottom right hand corner of the screen. Our team is always happy to help!

You can easily save as many versions of a Worksheet as you want. Restore any old version in a click!

Saving Worksheets, and how to archive and restore old versions of a Worksheet.

Find answers and get help from Intercom Support and Community Experts

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