Configure Document Revision Numbers

Select one of the available formats from the list.

• Hierarchical: Specifies revision numbers composed of major and minor parts separated by a selected character. Each part is associated with successive levels of project folders. The major part of the revision number represents revisions released for the master document, the first minor part represents revisions released within the highest level project folder, the next minor part represents revisions released within the first subproject folder, and so on. For example: revision 1 may exist for the master document while revision 1.1 exists in a project folder, and revision 1.1.1 is currently being edited in a subproject folder.

  A different number format may be set for each level to produce revision numbers that change format between in-progress documents and released documents. For example, a new document created in a project folder could start as revision A, iterate through several revisions B, C, and so on, and then when it is released as a master document it becomes revision 1. The cycle would repeat similarly when the document is revised in a new project and result in revision 2.

• Linear: Specifies a simple revision number that increments linearly with each new revision; for example: 0, 1, 2, and so on.

• Master/Project Copy: Specifies revision numbers the same as the Hierarchical format except that the parts are associated with the master document and its project copies regardless of folder depth. This format requires that the Increment the revision number option be set to After starting a new revision.

• None specifies that the revision number will not be incremented automatically.

• Select a number format from the list that corresponds to each part of the revision number and then select a character from Separator character.

• Select Initially blank to assign no number to the initial revision of a document and then select a character from the Blank character list.

• Enable Exclude hard-to-read characters to skip the revision letters I (as in India) and O (as in Oscar) so that they are not mistaken for 1 (one) and 0 (zero) respectively.

  A dynamic preview of the resulting revision number format appears under Example.

Select an option to specify when the revision number will be incremented:

• Before starting a new revision: Increments the major part and the minor part of the revision number at the start of the document's workflow
• After starting a new revision: Increments the major part and the minor part of the revision number at the end of the document's workflow.
• Before starting a new revision in projects: Increments the major part of the revision number when a project copy is released from a project folder and the minor part of the revision number at the start of the document's workflow. Required for the Master/Project Copy format.

Select additional events to increment the revision number if they apply to your organization's standards:

When releasing the initial revision and When releasing the initial revision from a project are often useful when Initially blank is enabled.

The revision number of a master document is always updated from a project copy regardless of whether the Meridian Advanced Project Workflow Module is enabled and regardless of any other settings.

Select On Quick Change if you want the Quick Change workflow to increment the revision number. Disable this option if you want to use the Quick Change workflow for trivial changes that will not increment the revision number.

The Quick Change workflow transitions can be managed by their own security privileges so that they can only be executed by members of specific roles. For more information on security privileges and roles, see Security Roles.

Select this option if you want the revision number to increment to the next revision number (as configured for the document type) each time a project copy is released as master, even if there are multiple concurrent project copies.

Select an option to specify the revision number of new documents created by users invoking the Replace Document command in the Meridian client applications. For more information on replacing documents, see Replace a Document.