Revise a Document

This article provides step-by-step guidance on reviewing, editing, and refining a document to ensure clarity, accuracy, and proper formatting. Documents can be revised on a designated schedule or on demand. If you are notified via email of a document revision task, the link in the email will take you directly to the revision workflow. You can also access the task from your task list.

Follow these steps to revise the document from the task list:

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. To view the available documents, navigate to the Filters panel and enable the Documents toggle. The available documents will be listed on the screen.
3. Hover over the document to reveal the menu ellipsis on the far right of the document line item. Then, select Revise. A Revise Document window will be displayed.
4. From the document revision screen, you can either revise a document by editing it directly or uploading a new version. If no changes are needed, you can simply re-publish the existing document.

   1. Edit Document: Select Edit Document to upload a revised version of an existing document and update its content.

   2. New Document: Select New Document to upload a new document by browsing for a file or dragging and dropping it into the upload area.

Create a New Version 

Follow these steps to create a New Version:

1. Click the Edit Document hyperlink to access the in-app editor.

2. Edit the existing content to update a document using the Document Editor.

   📄 Learn More

   Refer to the Document Editor Overview article for information about the Document Editor interface and features.
   ℹ️ Notes

   When a document is opened for revision, Track Changes is enabled automatically.
3. Once the document is updated, the user can also update the other information if needed. 
4. Ensure Convert to PDF is selected if you want the document to be presented in PDF format.
5. Add Revision Notes (required).
6. If you make any changes to the document profile, scroll to the bottom of the screen and select Publish Document or Send for Approval.

Republish the current version of the document

Follow these steps to republish the current version of the document:

1. Skip selecting Edit Document and select the Republish Current Version checkbox.
2. Add Revision Notes (required).
3. If you make any changes to the document profile, scroll to the bottom of the screen and select Publish Document or Send for Approval.

Legacy Version History

Legacy Version History provides access to previously published versions of the document, enabling users to review and reference historical revisions.

Follow the steps below to view a previous version of a document:

1. On the Revise Document page, click Legacy Version History.

   

2. Review the list of available document versions.
3. Locate the version you want to view.
4. Click the Actions menu (three dots) next to the desired version.
5. Select View. The selected document version opens in read-only mode in a new window for review and reference.

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