Update a chart
When new documents come in or the deal changes, let Lucy draw a new version of the chart. Your changes, layout and sign-offs carry over.
Draw a new version
Section titled “Draw a new version”- On the matter page, go to Update.
- Tell Lucy what to change, for example which new document to take into account.
- Under Add or replace documents, add new files or replace old ones.
- Click Update the chart.
Earlier versions
Section titled “Earlier versions”Every version is kept under Versions on the matter page. An earlier version opens read-only, with a link to the latest one. Share links always show the version they were made from.