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Hello,

I am the document manager for my company. As administrator of the documents is there a way to “fix” a document that is in a released state? It’s a minimal typo.

 

Thanks

Angie

Good morning Angie,

Two options…

Option 1: 

  1. Open the file ref tab, select the original doc and click “View File” (this will download the file to your PC for safe keeping)
  2. Click “Status > Set Obsolete”
  3. Click “File Operations > Delete Document Revision”. This will delete the doc rev from the system (as though it had never existed)
  4. Then, re-create the doc using the file you downloaded to your PC in step 1. You’ll be able to give it the same doc number, sheet number and revision number as the one you just deleted.
  5. You can then check that doc out, edit to correct the typo, then release it again. (if there was an approval routing on the doc, you’ll need to get it approved again before you can re-release it).

Option 2:

  1. Accept that this doc rev was released with an error, and just create a new revision of the doc, and correct the typo in that new revision. Release the new revision, and the previous revision with the typo will be automatically set to obsolete.

 

I would strongly favour option 2. I feel this is a much better solution as in my opinion, it is very bad practice to make changes to a doc released doc without incrementing the revision number. Even if it is just a very minor typo.

 

Kind Regards,

  • Robin

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