The following table shows the different document commands and their capability, which is dependent on the object's state in the revision schema.
|
Action |
What it does |
|---|---|
|
Revise |
The CURRENT document is revised, which creates a new WORKING version. |
|
Edit Files |
A new WORKING document version is created and marked as checked out. Files attached to the previous working version can be downloaded to a client device for editing. You must manually check in the new document version after editing. |
|
Check In |
Check in the new document version, created when the Edit Files command was used, along with any files that were checked out for editing. |
|
Sign Off |
Signs off a complete document and changes the status of the document revision from WORKING to CURRENT. |
|
Sign off with form |
Signs off a complete document revision and allows you to update properties and revision notes. The document revision status changes from WORKING to CURRENT. |
|
Update Document |
Update the master properties of the document. |
|
Update Latest Revision |
Update the properties of the latest revision of the document. |
|
Copy |
Creates a new copy of the document with a new name, and allows you to select the required property details and values on the Copy form. |
Document Controller role only
|
Action |
What it does |
|---|---|
|
Undo Sign Off |
Changes the status of the document revision from CURRENT to WORKING. |
|
Cancel |
Cancels a document when it is in the RESERVED state. |