Content Manager 25.1 Content Manager

# Finalise Document

The Finalise Document menu option is available when a document review and authorisation have been completed. See Record Type Document Review page.

1. 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.
2. Click OK.

   Content Manager finalises the document.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Finalise Document