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Jansen 2018

Update Revision Metadata

This page describes how to update a document revision's metadata.
This page assumes you have searched for and located the document revision you wish to update. Refer to Search for Documents.

Important Notes about Update Revision:

The Update Revision feature allows you to update metadata (also referred to as properties or attributes) at the Document Revision level. Refer to What is a Document.
Any changes made to the document revision will apply to the selected revision. Previous versions will maintain their property values.
Not all fields can be changed (e.g. you cannot change the facility code or any sub fields associated with the facility code).

Update Revision Metadata

Open Actions Menu

Select the Actions menu button, located left of the document number.
The Actions menu opens on the left side of screen.

Select Update Revision

In the Actions menu, select the Update Revision icon at the top (the icon that looks like a pencil)

Select Tabs

There are three (3) tabs with document metadata. The selected tab is indicated in blue and is underlined.
Select the desired tab and modify the required field(s).

Select Update

Select Update when completed.