Log in

Manage

Whale Version History

Every edit saved. Every version one click away.

Every time a card is saved in Whale, a new version lands in the timeline with the author and timestamp. Compare any two versions side by side and restore a previous one in a single click.
Book a Demo
Trusted by 5K+ teams of all sizes
|
Five star G2 rating
4.8/5 (180+ reviews)
G2 logo
Fernlea logo
Harvard logo
Allstate logo
Hartsfield-Jackson Atlanta International Airport logo
Nespresso logo
Johnstone logo
Keplr logo
Kestra logo
Mara logo
TaxRise logo
Venshure logo
Team member portrait beside the question, Can you just show me how to do that again?

Can you just show me how to do that again?

Team member portrait beside the comment, Our training is just a folder of PDFs

Our training is just... a folder of PDFs.

An edit went live and now the process is wrong

Your SOPs already get edited by people across the team. Version History saves every change automatically, so nothing is lost and any version is one click away.
Team member portrait beside the comment, I already explained this 3 times this week

I already explained this 3 times this week.

Team member portrait beside the comment, I don't know, Sarah used to do that

I don't know... Sarah used to do that.

Red cross in a white badge marking the How teams do it today column

How teams do it today

Red cross bullet marking a drawback of documenting processes without Whale

An edit quietly removed a critical step

Red cross bullet marking a drawback of documenting processes without Whale

No way to see what changed or who changed it

Red cross bullet marking a drawback of documenting processes without Whale

Editors hesitate to update in case something breaks

Red cross bullet marking a drawback of documenting processes without Whale

No audit trail for compliance or internal review

Whale logo in a white badge marking the With Whale's Step Recorder column

With Whale's Version History

Green check bullet marking a benefit of Whale's Step Recorder

Restore any previous version of the card in one click

Green check bullet marking a benefit of Whale's Step Recorder

See every edit with author, timestamp, and diff

Green check bullet marking a benefit of Whale's Step Recorder

Editors update freely knowing nothing is lost

Green check bullet marking a benefit of Whale's Step Recorder

Full revision history stands as the audit trail

Is it automatic. Yes, every save is a version.

Every time a card is saved in Whale, a new version is created automatically. Nobody has to remember to snapshot anything. The timeline builds itself as the team works, and every version keeps the author’s name and the time the edit landed, so the history is always complete.
See version history
Dashboard showing a bar graph of monthly data with two labeled sections for "Playbook expert" and "Card creator," along with a table of version history below with dates and names to streamline onboarding and facilitate employee training.

Compare any two versions side by side

Pick any two versions of a card and open the compare view. Whale highlights exactly what was added, removed, or rewritten between the two, so a reviewer can read the change in seconds instead of scrolling the whole card. Useful for catching a bad edit and for signing off on a good one.
Try the comparison view

The whole platform builds on your version history

A restored card flows back through the rest of Whale. Training flows serve the current version. Alice, Whale’s AI assistant, answers from it. CoPilot surfaces it inside the tools where the work runs. Version History keeps the record, the rest of Whale runs on it.
Get started free
Screenshot of a digital interface displaying property acquisition and development content, with options to embed video, image, or files from various sources like Google Drive and OneDrive. Ideal for process documentation & training for real estate professionals.
Whale brand accent above the How it works section

How it works

Step 1 badge, click record and work through your process

Open the version timeline on any card

Click the version history icon on a card to see the full timeline of edits. Every entry shows who made the change and when, from the first save to the latest one.
Step 2 badge, review your generated SOP

Compare versions to see what changed

Select any two versions and open them in a side-by-side view. Whale highlights what was added, removed, or reworded, so the change is obvious at a glance.
Step 3 badge, share it with your team

Restore or keep the current version

Found a cleaner version in the history? Restore it with one click and that version becomes the live card. Or leave the current version in place and keep moving.
Start for Free

Trusted by 5K+ teams of all sizes

|

Five star G2 rating

4.8/5 (180+ reviews)

G2 logo

Loved for its overall simplicity and support

g2stars

“Exceptional Tool for Business Knowledge”

Whale is excellent to document and organize business knowledge. Their AI makes it even easier!

See more
Lyndon S.
Small-Business (0-50 emp.)
g2stars

“Whale Keeps Work Organized and Teams Confident”

Whale unifies documentation, training, and reviews in one ecosystem.

See more
Verified User in Accounting
Mid-Market (51-1000 emp.)
g2stars

“Screen Recorder Transformed Our Productivity”

All features are excellent, but the Screen Recorder has boosted productivity for our company.

See more
Andres A.
Enterprise (> 1000 emp.)
g2stars

“User-Friendly Platform with Great Features”

Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.

See more
Martha Y.
Mid-Market (51-1000 emp.)
g2stars

“Intuitive, fresh and easy!”

Whale's clean layout makes building and navigating SOPs a breeze.

See more
Harley B.
Small-Business (0-50 emp.)
g2stars

“Productivity Unleashed!”

Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.

See more
Verified User in Farming
Mid-Market (51-1000 emp.)
g2stars

“My company utilizes Whale for our SOP’s and FAQ’s.”

Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.

See more
Georgia R.
Mid-Market (51-1000 emp.)
g2stars

“Whale Streamlined Our Processes and Boosted Team Onboarding”

Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.

See more
Fábio B.
Enterprise (> 1000 emp.)
g2stars

“Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”

Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.

See more
Ketan T.
Mid-Market (51-1000 emp.)
g2stars

“Streamlines Documentation with Ease”

I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.

See more
Anouk V.
Mid-Market (51-1000 emp.)
g2stars

“Effortlessly Streamlines Team Training with Solid Support”

Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.

See more
Shelley F.
Mid-Market (51-1000 emp.)
g2stars

“Effortless SOP Management with Stellar AI Search”

Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.

See more
Jitender T.
Small-Business (50 or fewer emp.)
Whale brand accent above the How it works section

Frequently Asked Questions

Start for Free
Yes. Every time a card is saved, Whale creates a new version automatically. Nobody has to click save-as or remember to snapshot anything. The timeline captures every edit as the team works, with author attribution and timestamps on every version.
Whale keeps the full history of every card from the moment it was created. There is no cap on how many versions are stored and no retention window after which older versions drop off. An SOP that was first written two years ago still has every version available in the timeline today.
Yes. Every version is attributed to the Whale user who saved it, with the exact timestamp of the edit. That turns the version timeline into a ready-made audit trail for internal review, compliance checks, or any “who changed this and when” question a reviewer or auditor asks.
The older version becomes the live card for everyone on the team. The version that was current before the restore is not deleted, it stays in the timeline as its own entry, so the restore itself is reversible. Training flows, Alice, and CoPilot all pick up the restored version automatically.
Version History is included on the Scale plan and above. Teams and Free plans do not include the version timeline or the compare and restore views. The Scale plan also includes training flows, Alice, analytics, and custom roles, which together make up the governance layer most ops teams move to Scale for.
Notion and Confluence have page history, but the page lives inside a general-purpose workspace. Whale’s Version History sits inside AI-Powered SOP Software that gets your team trained, so every restored version flows directly into training flows, Alice, and CoPilot. The audit trail is not a byproduct of a wiki, it is part of the system that gets your team trained on the current process.

Other Features

Experts & Reviews Cycles

Keep SOPs current with automated review reminders and expert assignments.

Learn more

Arrow pointing to the next slide

Comments

Discuss and improve documentation in threaded conversations, right where the content lives.

Learn more

Arrow pointing to the next slide

Advanced Permissions

Control exactly who can view, edit, and manage content in your workspace.

Learn more

Arrow pointing to the next slide