Revising a Document from the Change Order Record

If a user is assigned a Revise Document task from the Change Order record, the task can be completed as follows:

1. From the Document Coordinator dashboard on the Portal Page, select the Change Order Needs Completion tab.
2. Click the Change Order No. link of the change to be completed.
3. In the change order tree on the left side of the record, click the Changes link.
4. Click the Revise Document link of the change to be completed.
5. Check the Copy Distribution List From Type checkbox to copy any document type distribution lists to the new revision.
6. Check the Copy Content checkbox to copy document content to the new revision.
7. Check the Copy References checkbox to copy any references to the new revision.
8. Click Save.
   Result: The new revision has been created.

See Also

Implementing Changes from the Change Order Record

Creating a Document from the Change Order Record