Starting a new version

Prerequisites

Before starting, make sure you have:

• The previous (or initial) questionnaire version already loaded in your project. Read how at Starting a Dimensions Project

• The updated files ready to upload (e.g., new questionnaire document).

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Upload & Start the New Version

Step 1: Open your existing project in Metaforms and click Upload New Version on the right side.

Step 2: Enter a name for the new version — this could be a wave name or any identifier that helps you track iterations.

Step 3: Upload the files you want to update (e.g., the new questionnaire). Replaced files will be marked as updates; any files you don't replace will carry over from the previous version.

Step 4: Click Create to finalize the version. Metaforms will process your upload and prompt you to choose how to proceed.

Step 5: Select Change Management to enter the structured review workflow, then click Start Version.

You'll now enter the Review stage. SeeReview Stage for next steps.