Send Documents For Revision

When a released document is sent for revision, Meridian Portal does the following:

  • Creates a working copy of the released document for the recipient. Other team members will see the latest released revision of the document.

  • Increments the major revision number of the working copy.

  • Sets the minor revision number of the working copy to 1.

ClosedSend for Revision Workflow

The following picture shows the workflow of the working copy.

ClosedSend for Revision

You must be assigned to the Project Owner or Document Controller role to perform this task.

To send documents for revision:

  1. Add the documents that you want to send to the clipboard as described in Add Documents To the Clipboard.

  2. View the clipboard as described in View the Clipboard.

  3. In the toolbar, click the Actions icon Three blue circles stacked in a column..

  4. Click Revise released documents on the menu that appears.

    A dialog box opens, asking you to confirm your choice.

  5. Click Yes.

    The documents are routed from the Released state to the For Routing state.

  6. Send the package to the project member responsible for revising the documents as described in Send Packages.

 

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