Managing approved document

If an Initiator, Content Owner, Coordinator, Collaborator needs to change anything about an approved document or its properties, they must start a new job. In some cases, a user with appropriate permissions may also change a document’s properties directly without review. 

To start a new job, navigate to the More Actions menu in the Viewer. The options available in the More Actions menu is configurable by customer, so you may see a variant of the options in the below screenshot. 

• Expire/Withdraw – Allows an approved document to be withdrawn by starting an expiration job. Depending on your configuration settings, this action may or may not require additional review. 
• Translation – Enables users to create parent>child relationships between pieces of content in different languages. This action can be configured per request.
• Localization – enables users to create parent>child relationships between pieces of content localized to 4+ regions. Like Translation, this can be configured. 
• Minor/ Typo Revision – Allows users to route an updated version for review with an abbreviated review process. This type of action is configured per request. Major version of the document is affected by this workflow. 
• Revision – Enables users to start a new review by uploading a new version of the content and/or changing job properties. Major version of the document is affected by this workflow. 
• Change Properties – Users with appropriate permissions can change configured properties without starting a new job and versioning up the document.
• Modify Dates – Allows users to propose a new expiration date. The major version is not incremented by this action. The details and the file will be un-editable. No changes are made to major or minor versions.

Note: If an approval job is already in review, you cannot start a new approval job without canceling the in-progress job, or waiting until the in-progress job is complete.