Document due date
Document due date |
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See how to revalidate an expired document:
1.Access the My Tasks
2.In the list of pending records, select the desired document.
3.Define what will take place with the expired document:
▪The document will be revalidated. In this case, click on the arrow next to the button and select the Add new revalidation option. On the screen that will be opened, enter the validity date (if variable) and an explanation for the revalidation. View the Revalidating a document section for further details on how to perform this operation. When the document is truly revalidated, it will no longer be displayed in the list of pending records. ▪The document will be revised. In this case, click on the arrow next to the button and select the Add new revision option, which allows revising the document. This option will only be enabled if the category of the pending document has the Revision control configured. View the Revising a document section for a detailed description on how to perform this operation. When the document revision is closed, it will no longer be displayed in the list of pending records. ▪The document record is no longer of any worth to the organization; therefore, it will be deleted. In this case, click on the ▪The document is no longer of any worth to the organization, but its record must be maintained. In this case, the document must be cancelled. To do that, click on the More button and select the Cancel document option. See further details about this operation in the Editing the document status section. ▪The document is a contract and it is no longer of any worth to the organization, but its record must be maintained. In this case, the contract must be closed. To do that, click on the More button and select the Finish contract option. See further details about this operation in the Editing the document status section. |
button. In order to perform this operation, it is necessary to have the "Delete" control allowed in the security of the document.