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Fix a figure in a report yourself, see exactly what changed since yesterday, and roll back in two clicks, without ever losing someone else’s work.
The editor showing Q3 summary.md with an unsaved-changes dot, Code and Preview, the Save button and its menu offering Save with note… and a disabled Create checkpoint… that says to save first

The editor on a report in Workspace files: one figure changed, the orange dot says it isn't saved yet, and More ways to save is open.

Everything on this page is for Workspace files. A coworker’s own files and a task’s files keep no change history.

Edit a file

Open a text file in the editor from Edit in its menu, in Quick Look or in its details, or double-click it in the list. Plain text, Markdown, CSV, web pages, data files and code all open there. Markdown, CSV, web pages and data files also have a Preview beside Code. Text files up to 1 MB are editable; a bigger one opens to read:
View only: files over 1 MB open read-only here.
Save (Ctrl+S, Cmd+S on a Mac) saves your change as a new version. The orange dot beside the name means there’s something unsaved, and closing the editor with unsaved text asks first. Save with note… (Ctrl+Shift+S) does the same and adds a line to the version’s history, so the next person knows why it changed:
The Save with note dialog with the note Updated the Q3 totals typed in

Save with note: a line that stays with this version.

Say what changed. The note stays with this version and shows in its history; later saves while the editor stays open join this version and keep it.

If someone saved while you were editing

A notice tells you as soon as it happens, and your unsaved text stays put:
Changed by Maya Chen. Your unsaved edits are kept until you choose.
When you save, you choose what to keep:
The dialog This file changed while you were editing, offering Compare them first, Save mine as a copy, Reload theirs and Overwrite, over the editor and its Changed by Maya Chen notice

Maya saved first. Nothing is lost whichever you choose; Save mine as a copy keeps both.

Versions

Every save is a version. A file keeps its last three, the current one included, and the list says so:
A file keeps its last 3 versions.
What counts as one version:
  • An editing session. Your saves while the editor stays open join one version, as long as each comes within 10 minutes of the last.
  • A coworker’s task, or a workflow run. Its saves to the same file within 10 minutes join one version, so a coworker rewriting a report thirty times leaves one version, not thirty.
  • Nothing new. Saving exactly what’s already there makes no version.
A coworker’s or a workflow’s save never pushes out a version a person wrote. When a file already has three, an automation’s save drops only versions automations wrote, so however often a coworker or a workflow saves, your edit stays in the file’s history. A version that’s replaced is kept for up to 30 days.
The Details pane for Q3 summary.md: Information, a Checkpoints group with Sent to the client, three recent versions by You and Nora with Open the task links and the note Updated the Q3 totals, and the Activity list

Details for a file: its information, its versions with a checkpoint on top, and who changed it.

Versions…, in a file’s menu or its details, opens them all side by side with a preview of each:
The Versions dialog of Q3 summary.md, with the checkpoint Sent to the client, three recent versions, the note Older versions aren't kept (3 per file), and the current version open

The Versions dialog: checkpoints first, then the recent versions, here at three.

Compare two versions

Choose Compare to put two versions side by side, any two you like. Changed lines are tinted and the changed characters stand out. Text files are compared line by line, up to 1 MB per side; images side by side. Anything else, a database for instance, you download to compare.
Compare in the Versions dialog: Oct 7, 2:48 PM by Nora on the left and the current version by You on the right, with the EMEA row and the total line highlighted

Nora's Wednesday version against the current one: two figures changed.

Restore an older version

Select a version and choose Restore. Its content becomes the newest version, so nothing is rewritten, and the message that confirms it offers Undo. When the file already has three versions, the dialog says which one will no longer be kept before you go ahead:
The Versions dialog with an orange bar: restoring the version from Oct 7 adds it as the newest version, so the version from Oct 6 by Nora will no longer be kept, with Cancel and Restore anyway

Restoring at three versions: the bar names the version that goes.

A restore is never refused for lack of space.

Keep a version for good: checkpoints

A checkpoint is a version with a name, kept until someone removes it. Checkpoints sit outside the three recent versions, so no amount of saving pushes them out.
  • Create checkpoint… names the file as it is now; Name this version… names an older one.
  • A file keeps up to three checkpoints. At three, you’re asked which one to replace.
  • Rename checkpoint… and Remove checkpoint… are on the checkpoint itself.
  • An older version kept as a checkpoint counts toward your storage.
The Create checkpoint dialog explaining that a checkpoint keeps the file until someone removes it, with the name Sent to the client

Create checkpoint: a name for the file as it is now.

Coworkers can make checkpoints too, before a risky or large edit or when you ask, and bring a file back to one. A coworker on Can view can only list them. Workflows and the AI tools you connect don’t make checkpoints.
Make a checkpoint before you let a coworker or a workflow rework an important file. If you don’t like the result, restore the checkpoint and you’re back where you started.

Delete a version

People can delete a single version for good, any but the current one. Choose Delete this version… on it. For a checkpoint, the question names it first:
The Delete this version? dialog naming the checkpoint Sent to the client, with Keep it and Delete checkpoint

Deleting a checkpoint's version deletes the checkpoint too.

Who changed what

A file’s Activity, in its details, lists each change newest first: who made it (you, a teammate, a coworker, the Concierge or a workflow) and what they did, such as Created, Edited, Renamed, Moved to the Trash, Restored from the Trash or Made the checkpoint. A coworker’s change links to Open the task when it’s your task; a workflow’s links to Open the run; the Concierge’s says In your Concierge chat.

Conflicted copies

When a coworker’s save, or a workflow’s Execute Code step, crosses someone else’s change to the same file, nothing is overwritten. The second change is saved beside the file as name (conflicted copy).ext, then (conflicted copy 2), and so on. Its details say so:
The Files list with Q3 summary (conflicted copy).md selected beside Q3 summary.md, and in Details the notice A conflicted copy: saved beside Q3 summary.md when two changes to it crossed, with Compare with original and Keep this one

A conflicted copy beside its original, and what to do about it.

  • Compare with original opens the two side by side.
  • Keep this one makes the copy’s content the original’s new version and moves the copy to the Trash.
  • To keep the original, move the copy to the Trash.
A workflow’s Workspace Files step never makes a conflicted copy. Writing to a file that already exists adds a new version by default, so the one before stays in the history.

Good to know

Deleting a version, or a checkpoint’s version, can’t be undone. To stop keeping a checkpoint but keep its version for now, choose Remove checkpoint… instead.
Restoring, comparing and checkpoints work on files in Workspace files. A coworker’s own files and a task’s files keep no change history.

Common questions

Three recent versions cover most “undo that” moments without filling your storage. For anything you must keep, make a checkpoint: it stays until someone removes it.
No. While the editor stays open, your saves join one version, as long as each comes within 10 minutes of the last. Close it and come back, or wait longer than that, and your next save starts a new one.
A coworker can save a new version over yours, or restore a checkpoint, but it never pushes out a version you wrote. Yours stays in the file’s history to restore, for up to 30 days after it’s replaced, or for good as a checkpoint.
A coworker’s or a code step’s change that crossed someone else’s, saved beside the file so neither is lost. Compare it with the original, then keep one.

Next steps

Sharing and access

Who may change which files.

The Files page

Browse, upload and organise.

Workspace files in workflows

Versions written by your workflows.

Seeing what changed

What a coworker edited in a task.