Finalise Document
The Finalise Document menu option is available when a document review and authorisation have been completed. See Record Type Document Review page.
- Right-click the record you want to finalise, point to Document Review and click Finalise Document.
The Finalise the document review process for the selected document dialogue box appears.
- Purge old revisions of this document - select to retain only the final document.
- Promote the signed copy rendition of this document to be the main document - this option is enabled if a signed rendition copy of the document has been attached to the record, such as a PDF. See Electronic document renditions.
- And keep the original document as a rendition - if the signed rendition copy is promoted to be the main document, the original can be retained as a rendition. See Record Renditions page.
- Click OK.
Content Manager finalises the document.