Lesson 16 minutesThe Lake Shuttle

Bring in a draft

Import a Word draft, give it a real title, and read its document page.

Why it matters

VersionPoint keeps the draft exactly as it came in, letterhead and styles included, and every later version is built on it. Bring it in once, and the Draft1, Draft2 files in your inbox stop.

Watch

1. The file box. Before you choose a file it says Choose a Word file or PDF and Drop it here, or click to choose. Afterward it shows the file's name and size.
2. Title fills in from the file name. Change it here or later with Rename: it names every copy you send.
3. The three notes. A Word file keeps its letterhead, headers, pictures and styles. A PDF comes in as text only. If the file already has tracked changes, each one waits for your decision.
4. Import brings it in and opens its document page.

1. The title, and Rename to change it.
2. The version list: Version 1 (latest): Imported. Every finished round adds a version here, and you can open any of them.
3. What you can do next: Send for review, Edit it yourself, Clean copy, Record and Project file. Lessons 2, 7 and 8 use them.
4. The document as VersionPoint holds it. Under it the page says Click a paragraph to see how it came to read the way it does. (lesson 8).
5. Notes (0). Notes live here and never go into a copy (lesson 6).
6. Rounds. The import is the first one: Imported: Lake Shuttle draft.docx, No changes.

A draft that already has edits

Program offices often send a draft with their tracked changes and comments still in it. Bring it in as it is. The app's own sample release came in that way:

1. Version 1 is the text as it read before its tracked changes. Nothing in the file was accepted for you.
2. This file came with tracked changes. Each change is a revision, and the margin notes are kept in the record.
3. Decide revisions lists each change to accept or reject. You'll do that in lesson 5.

Try it

Download the practice draft. It's a one-page made-up release, The Lake Shuttle, that you'll use in every lesson from here on.

1. Download Lake Shuttle draft.docx from the practice files above. Leave it where your browser saves downloads.
2. In the test version, on Documents, choose Import a document.
3. Choose the file box, then choose Lake Shuttle draft.docx. The box shows the file name and 4 KB. Click to choose a different file., and Title fills in as Lake Shuttle draft.
4. Choose Import. The document page opens. The version list shows Version 1 (latest): Imported, and the line beside it says you imported it today.
5. Choose Rename beside the title. Replace the title with Lake Shuttle news release, then choose Save. The new title shows at the top.
6. Look at Rounds on the right: one round, Imported: Lake Shuttle draft.docx, No changes.
7. Choose ← Documents to go back to the list.

Check your work

Watch out for

Quick check

Pick an answer to see why it is or isn't right. Nothing is scored or sent anywhere.