# Versions & Reverting

## Creating a version

When you're ready to save your uncommitted changes as a formal version:

1. Click **Create version** in the top navigation bar of the Difference Analysis page
2. Choose a version number — **major**, **minor**, or **patch** — depending on the significance of the changes
3. Write a short description of what changed and why

![Create version button in the navigation bar](/files/JhUhrIgM5X9iNI2CyhmS)

![Create version dialog with version number and description](/files/JqAZSY5VaAXTwGaTCfBu)

### Choosing a version number

| Increment | When to use                                                                           | Example         |
| --------- | ------------------------------------------------------------------------------------- | --------------- |
| **Major** | Significant structural changes — new sheets, major model revisions, period-end closes | v1.0.0 → v2.0.0 |
| **Minor** | Meaningful updates — new assumptions, added rows/columns, formula changes             | v1.0.0 → v1.1.0 |
| **Patch** | Small corrections — fixing a typo, adjusting a label, minor formatting                | v1.1.0 → v1.1.1 |

There's no enforcement — pick whichever feels right for the scope of the changes. The version number is a communication tool for your team, not a technical constraint.

The new version appears on the File Versions page with your description and a timestamp. Rockhopper now treats this as the latest committed version, and any future edits will show as new uncommitted changes.

![Newly created version on the File Versions page](/files/3ldeXu4l3dpSKbDBMHfz)

## Viewing a past version

Click any version on the File Versions page to see a detailed comparison. Rockhopper highlights every difference between the selected version and the one before it — so you can see exactly what changed in that update.

![Version comparison view showing differences](/files/majW4mxpwVgZH9ZX9iND)

## Downloading a version

You can download the Excel or Google Sheets file as it existed at any committed version. On the File Versions page, click the **download icon** on the row for the version you want. The file downloads with its original name.

This is useful when you need to:

* Share a point-in-time snapshot with someone outside your team
* Open an older version locally for offline analysis
* Archive a specific version for compliance or audit purposes

## Discarding changes

Sometimes uncommitted changes shouldn't become a version — maybe they were exploratory, or an error was made. You can discard them:

1. On the Difference Analysis page, click **Discard**
2. Write a short note explaining why you're discarding
3. Confirm

![Discard button on the Difference Analysis page](/files/eiSBgAbvwbiJ4RW9nCgf)

![Discard confirmation dialog](/files/00snwY4mFiA3BJc9hqji)

The live file reverts to the latest committed version. Discarded changes are preserved in the version history for audit purposes — nothing is permanently lost.

![Discarded changes shown in version history](/files/Sn9RYUrQOT8eiG6y4GR4)

### If other users are working on the file

You can't discard changes while others have the file open. Click **Request to pause edits** to notify everyone.

![Pause edits request dialog for discarding](/files/7Y1j3BvzMlk5TEJlsKJY)

They'll get an email and an in-app alert asking them to close the file. Once everyone has closed it, you can proceed.

![File paused — ready to discard](/files/zvblR8BF8uleR0XfUQ7g)

You can pause and unpause edits at any time from the File Versions page.

![Pause/unpause controls on the File Versions page](/files/snSyyncwFWL8aTjkEJF8)

![Pause edits alert in the Rockhopper add-in](/files/w12fqCzjVes8iFzvhTiL)

## Reverting to a previous version

Need to go back to an older version of the file?

1. Open the version you want to restore from the File Versions page
2. Click the options menu (**...**) in the top navigation bar
3. Select **Revert to this version**
4. Choose a version number and explain why you're reverting

![Revert option in the version menu](/files/B4RqRQ58djCLhLVoqoXc)

![Revert to version dialog](/files/urXOn72papsKsFzdVLNw)

This creates a *new* version using the content of the selected one — the version history stays intact and the revert is fully traceable.

![Reverted version in the version history](/files/WYgOprrDbd7O3zNa3PDT)

{% hint style="info" %}
Like discarding, reverting requires pausing edits if other users are working on the file.
{% endhint %}

![Pause edits request for reverting](/files/1K6A0AWgg83vugERL7hb)

## Creating a copy from a version

You can duplicate a file from any committed version:

1. Click the options menu (**...**) on any version
2. Select **Create new file from version**
3. Edit the file name if needed (Rockhopper appends "(Copy)" by default)

![Create new file from version menu option](/files/3Gygav1bPwpYb6m86WhM)

![Create new file dialog with name field](/files/BW9XWDbhEFtsLO8BtXgg)

The new file appears in My Files as an independent file with its own version history. A copy is also created in your OneDrive or SharePoint.

![New file appearing in My Files](/files/Noxjv3y52ltJEhMcaq7a)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.rockhopper.co/product-guide/versions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.