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How to set a revision

You can set a revision for a document when releasing parts in the web app.

  1. Select a document(s).
  2. Select More > Workflow > New Revision.
  3. Select a revision scheme (Lettering or Numbering). The lettering scheme follows the ASME standard for revision letter convention.
  4. Add a revision comment.
  5. Select a new status.
  6. Select a new lifecycle state.
  7. Select if you want to archive the old revision. Archiving the old revision will hide it from the view. If archiving the old revision, select a status for the archived revision (For example, Archived).
  8. Click Submit.

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