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How do I replace an old version?

Swap in a new version of a document so answers come from the current one.

Narrated video with captions, 34 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: When a document is updated, here's how to make sure answers come from the new version.

    When a document is updated, here's how to make sure answers come from the new version.

  2. Step 2: If the old and new versions sit in the same folder, the assistant can quote either one. That's how old prices end up in answers.

    If the old and new versions sit in the same folder, the assistant can quote either one. That's how old prices end up in answers.

  3. Step 3: Move the old version to your archive folder, the one the assistant can't read. Keep the new version where the old one was.

    Move the old version to your archive folder, the one the assistant can't read. Keep the new version where the old one was.

  4. Step 4: Ask a question the new version answers differently, and check the cited page comes from the new file.

    Ask a question the new version answers differently, and check the cited page comes from the new file.

  5. Step 5: One current version, the rest archived, and a quick check.

    One current version, the rest archived, and a quick check.

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