Managing Case Versions: Master vs Working Copies (Versions)

Managing Case Versions: "Master" vs. Working Copies

Sky AI's versioning feature allows you to manage different iterations of a case, collaborate effectively, and maintain a clean, definitive primary case file.

What is a "Master" Version?

The "Master" version represents the original, definitive set of documents for a case. It's the primary source of truth.

Creating a New Version (Working Copy)

You can create new versions, or "working copies," from the case document list. Look for the "Create Version" option.

Why create a version?

• Review: Create a version specifically for review by colleagues or stakeholders.
• "What-if" Scenarios: Explore potential changes or updates without affecting the Master version.
• Incorporating Updates: Integrate external edits or new information before finalizing the Master version.

Naming Your Versions Effectively:

When creating a new version, you'll be prompted to name it. Use descriptive names that clearly indicate the purpose or content of the version (e.g., "Review Version," "Updated with Client Feedback," "Legal Review").

How Versions are Isolated

Changes made in one version of a case do not affect other versions, including the Master. This isolation ensures that your original data remains intact while you explore modifications.

Switching Between Versions

Typically, you would use a version dropdown menu to select and switch between different versions of the case.

Adding or Copying Documents to a Specific Version

1. Selecting Documents: In the Master version (or any other version), select the document(s) you want to add to another version.
2. "Add to Version" Option: Look for an "Add to Version" panel option.
3. Copying vs. Moving: Adding documents to a version typically copies the documents, creating duplicates in the target version. The original documents remain in the source version.

Workflow Example: Reviewing and Incorporating External Edits

1. Exporting the Master: Export the Master version of the case documents.
2. Receiving Updated Documents: Receive an updated document from an external source (e.g., a client or legal team).
3. Creating a New "Review" Version: Create a new version named "Review" (or similar).
4. Uploading the Updated Document: Upload the updated document to the "Review" version.
5. Comparing/Analyzing: Compare the updated document in the "Review" version with the original document in the Master version to identify changes.
6. (If Applicable) Merging Changes: Decide whether to merge the changes from the "Review" version back into the Master version, or create a new Master version based on the reviewed changes.

Deleting or Renaming Versions

The ability to delete or rename versions may be available, allowing you to manage and organize your case versions effectively. Look for options within the version management interface.