Document Revisions Made Simple
Document Revision process is simple and straightforward method that consists of the following steps;
Identify in the library the Document to be revised.
Create a Revision Submittal with a Single-Click. The Revision Submittal record will include the same review type, same set of reviewers and approvers, and same type of release option.
The Revision Submittal record is updated with the new revision level as well as any other needed changes for the revision being submitted. If a change to the review type, set of reviewers and approvers, or release option is needed, those are updated prior to starting the review process.
The current revision document’s status is updated to “being revised” so that anyone searching for the document is aware that a revision to the document has been submitted and is in the review process.
NOTE: For documents that have a release option as the PDF version, when a Revision Submittal record is created, the native file is what is attached to Revision Submittal. The party making the revision, has the original native file and can then modify it’s content as the next revision, prior to starting the review process.