Preserving significant revisions
Content Manager allows you to flag a revision as being significant and therefore prevent it from being removed when the document is finalized or when you choose to delete previous revisions.
With this function, users can distinguish between a revision that marks a milestone in the preparation of the document and a revision created as part of the drafting process.
- Search for the record whose revision(s) are to be preserved.
- Right-click on the record, point to Electronic and click Revisions.
The Revisions window will appear, displaying all revisions other than the current revision. - Select the revision that are to be preserved, right-click and click Preserve Revision.
The Preserve the selected revision dialog is displayed - Select Preserve and type notes as to why the revision is being preserved into the Preservation Notes field.
Repeat for each revision that is to be preserved.
To no longer preserve a revision, right-click the revision, click Preserve Revision, alternatively click Properties, and uncheck the Preserve option.