Revise a released document

The document record's iteration must be released or canceled before you can make a new pending iteration.

Any user who has permission to view a document (and whose role has appropriate permissions) can make 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

Complete your new document iteration:

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

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