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Document Revision Process

Document Revisions Made Simple

The Document Revision process is a simple 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, the same set of reviewers and approvers, and the same type of release option.

The Revision Submittal record is updated with the new revision level and any other changes for the submitted revision. For example, if a change to the review type, set of reviewers and approvers, or release option is needed, those are updated before 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 revising has the original native file and can modify its content as the next revision before starting the review process.

Document Management Revision Process
Document Management Revision Process

Automated Email During Review Process

Document Information

Several critical steps in the document review process trigger an email to be generated and sent out automatically. Those key steps are:

Every document has an owner. Any party can submit a document to the library.  Once the document is submitted, the owner is notified by email so they can approve the submittal and send it out for review when applicable.

When a review is required, and upon Owner Review, all parties that are part of the review process are sent an email notifying them that they have a document to review.

Once all parties have completed a successful review and approved the document for release, the owner is again notified that the reviews are completeOwner completes final approval before release