Finalising revisions
The record right-click Electronic - Final command enables you to make an attached electronic document revision the final revision.
A record can be set to either Draft/Working or Final.
Once set as Final, no more revisions can be made to the record, this includes not being able to check out a document for modification.
You can still extract the electronic document; however Content Manager will extract it as a supercopy only.
NOTE: Applies to all tagged records or, if no records are tagged, the selected record only.
- Search for the electronic document
- Right-click the record and select Electronic - Final.
The Make Final dialogue box appears.
- Declare As - options:
- Draft/Working Document - will enable you to check out the document and create new revisions
Final - will make the document Final.
When an electronic document is final, you cannot create new revisions of it.
NOTE: You cannot make a document final while it is checked out.
NOTE: In case the record is Managed In Place, finalizing the record will transfer the document to Content Manager document store.
- Final and remove any previous Revisions - makes the attached electronic document and deletes any previous revisions of the document
- Declare As - options:
- Select Final
- Click OK.
Content Manager makes the document status Final.
- Search for the finalised electronic document
- Right-click the record and select Electronic - Final.
The Make Final dialogue box appears.
- Select Draft/Working Document.
- Click OK.
Content Manager removes the status Final and makes the document a working document/draft.