Revising Documents

When a document is governed by the Document Release policy, the Revise and Revise With Files menu commands are available only for certain users and in certain lifecycle states.

If the document is associated with an incomplete Change Action (for revising), the Revise and Revise With Files menu commands are unavailable.

For each combination of baseline behavior access role and state, this table indicates if you can revise a document, but only if you own it (Yes/Own), or if you cannot revise the document (No).

Note: Your Platform Administrator has the option of configuring the states from which a Document can be revised. The administrator can choose any combination of In Work, Frozen, and Released. Some companies might decide to only allow revisions from the Released state.
Role Document State
Private In Work Frozen Released Obsolete
Public Reader No No No No No
Reader No No No No No
Contributor No No No No No
Author No Yes/Own Yes/Own Yes/Own Yes/Own
Leader No Yes Yes Yes Yes
Owner No No No No No
Administrator No No No No No