Task:
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Revision tracking
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Who is notified:
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The users who have the "Revise" control enabled in the security list of the pending document.
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When:
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When a new document revision starts.
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Purpose:
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Track the progress of document revision deadline.
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How to perform this task:
1.
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In the list of pending records, select the desired document.
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2.
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On the main screen toolbar, click on the button that corresponds to the action you wish to perform:
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Click on this button to view the electronic file of the document selected in the list of records. When the Google Drive integration is enabled in the general parameters, the electronic file will be opened on the Google Drive application that is compatible with its extension. If the OneDrive extension is enabled, the electronic file will be opened on the Office 365 application that is compatible with its extension. If no integration is configured, the file will be opened on the viewer configured in the general parameters, according to its extension.
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Click on the arrow located next to the button and select the corresponding option to view the data of the revision and of the document selected in the list of records.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to unblock an electronic file that has been blocked for editing during the revision execution. Notice that the document will be available for editing, after clicking on the button. If one user opens the electronic file and another user edits it, some changes which one of the users made, may be lost.
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Click on this button to compare the current revision of a document to its prior revision, or to compare two specific revisions performed in one document. See further details on this operation in the Comparing revisions section.
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3.
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When the revision is closed (either manually or automatically), the document will not be displayed in the list of pending records.
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