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Use Create next to start the next version of an existing document: dates, numbering, and recurring content are updated automatically, and any additions are visually flagged.

Difference from duplication

Duplicate copies a document as-is. It’s useful for reusing a structure — similar to starting from a previous Word or Excel file to write a new weekly report. But it makes no distinction between old content and new. Create next goes further:
  • recurring elements (dates, numbering, titles) are updated automatically by AI
  • added or modified content is highlighted with a margin marker
  • the previous document remains untouched and accessible
This is particularly suited to documents produced on a regular cycle: meeting minutes, progress reports, weekly summaries.

Creating the next version

  1. Open an existing document.
  2. Click (document menu) and choose Create next.
  3. Configure the options in the dialog that appears.
  4. Click Create.

Available options

OptionDescription
Auto-updateAI detects and updates dates, numbering, and recurring content. Example: MR-12 Haussmann facade restoration – 14/02/26 → MR-13 Haussmann facade restoration – 21/02/26.
Highlight changesA marker is added in the margin next to each piece of content that was added or changed. Lets readers immediately spot what has changed.
Archive completed tasksTasks marked as complete in the previous document are archived and removed from the new one. They remain accessible from the task list.
Archive completed categoriesProgress tracking categories that reached 100% are archived and not carried over to the new document.
Keep filesFiles attached to the previous document are included in the new one.