Leadde Logo

How to Create a Simple Version Control Process

Step-by-step guidance on establishing storage locations, file naming rules, version numbering, ownership, and archiving practices.
LBy Leadde Updated August 21, 2026

What a Version Control Process Has to Prevent

A version control process exists to answer one question: which file is the current one. Without it, a team ends up with three documents named final, held in two places, and the person who edits the wrong one discovers it after the work is done.

Every rule in a version process is downstream of that single question, which is why elaborate schemes fail and short ones survive. A team will follow four rules and will not follow eleven, so the design constraint is memorability rather than completeness. Excluded on purpose is anything requiring software: branching, merging, and repository workflows solve a different problem for a different audience and will end the video for this one.

The template sets it out in six scenes: one on the cost of not knowing which file is current, one on choosing a single storage location, one on a naming rule short enough to remember, one on version numbering and when a number changes, one on naming an owner per document, and one on archiving rather than deleting.

How to Write a Rule People Follow Without Being Reminded

Version rules are agreed in a meeting and abandoned within a fortnight, because the correct behaviour costs more effort than the shortcut at the moment of saving. The rule has to be shorter than the workaround.

Pick one location and mean it

Pick one location and mean it

A second storage place undoes every other rule. This decision is more important than the naming convention and is usually made least deliberately.

Make the file name carry the date and the owner

Two elements, always in the same order. Any convention with more than three components stops being applied by the second week.

Define what makes the number change

Small edits do not; anything sent externally does. Without that line, version numbers drift and stop meaning anything.

Archive rather than delete

People keep private copies because they fear losing work. An archive folder removes the reason for the copies that break the whole system.

Run the file guidance your team already wrote through it

Upload the file guidance, the folder structure you agreed, or the naming convention already pinned in your team channel — 200 MB maximum, as PDF, DOC, DOCX, PPTX, or TXT. Scenes come back open to edits, the file itself left alone.

Version It Before the Second Copy Exists

Run the file guidance your team already wrote through it, then tighten the scenes before the next project starts.

avatar

Start With This Template. Finish With a Video Ready to Share.

Add your onboarding guide or help-center pages and generate an editable draft in minutes.