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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.
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Trusted by 5K+ teams of all sizes
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4.8/5 (180+ reviews)
Fernlea
Harvard
Allstate
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Johnstone
Keplr
Kestra
Mara
Taxrise
Venshure

Can you just show me how to do that again?

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.

I already explained this 3 times this week.

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

How teams do it today

An edit quietly removed a critical step

No way to see what changed or who changed it

Editors hesitate to update in case something breaks

No audit trail for compliance or internal review

With Whale's

Version History

Restore any previous version of the card in one click

See every edit with author, timestamp, and diff

Editors update freely knowing nothing is lost

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.
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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.

How it works

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.

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.

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.
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Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

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!

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

“Whale Keeps Work Organized and Teams Confident”

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

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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.

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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.

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

“Intuitive, fresh and easy!”

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Jitender T.
Small-Business (50 or fewer emp.)

Frequently Asked Questions

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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.

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

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

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