How does versioning work?

Written By Jessica Moore (Super Administrator)

Updated at January 15th, 2026

Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to all be running at the same time.

Versioning normally follows a simple formula which directs SchemeServe to which rates or documents you´d like to used based on certain dates e.g.

IF([Policy.InceptionDate] >= #2026-01-01#, 2, 1)
 

Jump into our guide for a full step by step