Revise Documents

You can revise or amend a finalized document by creating a new version of it. When you create a revision, a copy of the original document is generated, allowing you to make the necessary changes. Additionally, you can choose which file attachments will be included in the revised document.

To create a revised document, you need to ensure:

• The document status is Final.

• The document template is configured to allow revisions.

• You have security permissions to create a revision.

Create a Revision

1. Open the finalized document, and select Create Revision of this Document from the More menu.

2. On the Create Revision of This Document screen, enter a revision label and click OK. A draft document is created as a copy of the original document.

3. Enter your revisions. As you revise sections, an edit icon appears next to the revised sections to indicate which sections you have edited.

To review changes between versions, select Compare with Previous Document from the More menu.

When you review a student's documents list, both the original and revision documents are listed.

Documents that have been revised and finalized, with the Active label, are the most recent version.