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Study plan versions control two things: whether the PDF is a sample or a real document, and what text content it uses. Each version has its own text that admins can edit separately.
| Version | What It Does | When to Use It |
|---|---|---|
| Pre (Sample) | Creates a sample with "SAMPLE ONLY" watermark and example data | Give prospects a preview before they commit |
| Version 1 | Creates a real study plan with the prospect's actual details | Standard use |
| Version 2-5 | Same as Version 1 but with different text that admins can customise | Different campaigns or customisation |
See Editing Templates for more detail.
When creating a study plan, you pick a version from the dropdown. This decides:
If you need a new version, ask your system administrator to add it. Once added, you will be able to edit its text in the Template Editor.