Content Manager 24.4 Content Manager

# 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.

Making a document Final

1. Search for the electronic document
2. 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
3. Select Final
4. Click OK.

   Content Manager makes the document status Final.

Removing Final status

1. Search for the finalised electronic document
2. Right-click the record and select Electronic - Final.

   The Make Final dialogue box appears.

3. Select Draft/Working Document.
4. Click OK.

   Content Manager removes the status Final and makes the document a working document/draft.

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Finalising revisions