Document Workflow and Releasing
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      3. Document Workflow and Releasing

      Release a Document

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      Find more information on how to release a document in Clausematch.

      Pre-conditions

      Steps

      1. Click Change Stage in the top right corner.
      2. (Optional): Change document name and/or version if needed.
      3. Click Continue.
      4. Fill out any required custom metadata fields and if needed any optional fields as well.
      5. Click Continue*.
      6. (Optional): (De)select categories to assign document from/to.
      7. Select Complete.
      8. (Optional): Leave a note that appears next to the Release activity in the Document Activity timeline.
      9. Click Confirm.

      Notes

      • Once the document is released, the document name and version number cannot be updated.

      • The document version number can be only updated to a higher number e.g. from 1.2 to 1.3, but not to 1.1.

      • If the document is released for the very first time, it is possible to set the custom released date. If a user leaves the Released date field empty, the released date will be the actual day of when the document was released in Clausematch.

      • Unlike document name and version number, any particular custom metadata field will still be editable after releasing the document if their screen allows them to be edited.