As you work in LivePlan, the software will automatically save your work to our secure servers every 5 seconds. Clicking any button labeled I'm Done, Save & Close, or Save Changes triggers another save. So rest assured that your work is being saved frequently, no matter what section of LivePlan you're using.
Each save will overwrite the previous one. If you think you'll need to revert to a prior version of your plan later, we recommend making a copy, so you have that to restore later. LivePlan cannot restore previous versions after saving.
If you've entered some data into your plan and signed out, and it appears to be gone when you come back, you may need to look for it in another location in the software. Here are resolutions to four common situations where data may not appear where you expect it to:
- Checking the Opportunity chapter of your plan outline
- Checking the Pitch and Plan sections
- Checking a PDF download
- Testing your internet connection
If you feel that your work is not being saved, please and we'll be glad to help.