Revise a released document

The document record's most current iteration must be released before you can create a new pending iteration.

Any user who has permission to view a document, and whose role has appropriate permissions, can create a new iteration for that document, regardless of the previous iteration's trustee.

  • Click on the iteration dropdown list on the document window's status bar, and select the <..New..> line.

    You don't need to unlock the existing record iteration to create a new iteration. The record is unlocked automatically.

    Creating a new revision

Fully describe your new document iteration:

Some data — such as Type, Owner, Number and Document title (description) — is locked on the first iteration, and cannot be revised.

When you've finished editing the new iteration, release your document on a change form.

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