Create Paper Docs for Revisions

Team members with the appropriate permissions can publish paper documents for existing revisions of documents with relevant attributes.

 

1. Select Folder which contains the document in which you wish to publish a paper document for the revision

 

 

2. Click on the  icon

 

3. Click on Publish Paper Documents for Rev.

 

 

4. Use search filter to find document for which you wish to publish paper document for the revision

 

5. Select document by clicking in box adjacent

 

6. Click on Add Selected Doc and Complete Selection

 

7. Amend the document details for the paper documents in the required fields to reflect the new revision details

 

 

  Doc Ref, Rev, Doc Title, Purpose of Issue, Status will be populated with the data from the current revision of the document.  Doc Ref cannot be changed

 Select Distribute options. Default value is Distribute Now

 

8. Click on  icon or Document Distribution link to select the distribution

 

9. Select Company or Distribution Groups from the top drop down menu

 

 

10. Once a Group or Company have been selected, the appropriate individuals will appear.  Select individuals to receive file/s by clicking on their name/s

 

 Users may multiple select by using their Shift or Ctrl key

 

11. Click on Add to Distribution List to confirm selection

 

12. Select Action Required, Action Due Date & enter Action Notes for each individual where necessary.  

 

 

 Click on the  icon to select Action Due date

 

13. Click on Distribute to display the selected users in the distribution table

 

14. Click on Start Upload

 

15. Click on OK to confirm

 

 

Useful Links:

Creating New Paper Documents