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Jansen 2018

Revise a Document

 
Note: Some fields cannot be changed. For example, you cannot change the Classification metadata of the document.
 
Revise a Document
1

Actions Menu

1. Actions Menu
  • Expand the relevant Actions menu.
  • The Actions menu opens on the left side of screen
2

Revise

2. Revise
Under the Edit menu, select Revise...
3

Update Revision

3. Update Revision
  • In the Revise screen, you can enter the next revision in the field, or click the NEXT MAJOR button.
  • This will update the revision letter to the next one in sequence.
4

Update Metadata as Required

4. Update Metadata as Required
Update any other document metadata, as required.
5

Next

5. Next
Click NEXT to move on to the next screen.
 
6

Click Revise

6. Click Revise
Click REVISE when done.