When creating a document template, a document control administrator (DCA) has the option of assigning a review interval for all documents created from that template. The document owner also has the option of changing or setting a review interval when creating a document.
Note: The default Document Review Interval setting is "Every 12 month(s) from approve/last reviewed date."
With a review interval set, a document's owner receives a review task with a due date as soon as the current date falls within the selected warning period. The expected workflow is that the document owner would review the document and then create a new version of the document with any needed changes. The new version would then be submitted into the normal review and approval process and replace the previous version once the new version is approved.
By default, the document owner (and a DCA) has the option of indicating that a document due for review does not need to be updated by clicking Options and then clicking No Revision Necessary. This removes the task from the document owner's list and resets the periodic review date out the number of months specified.
If you select the Disable No Revision Necessary check box, the No Revision Necessary option is removed from the Options menu. Then, the only way a document owner can complete an assigned review task is to create a new version of the document and have it approved.
Note: This option applies only if the Localization Workflow module has been purchased and enabled.
When a new version of a master document is approved, new versions of the localized copies are automatically put in draft status. By default, the contents in the Edit Document tab of a copy's new version are the same as the copy's previous version contents. The localized copy owner can then compare the copy's contents to the new version of the master document and make changes to the new version of the copy as needed.
Select the Master Document Text as Default check box if you want the new version of the master document's content copied into the Edit Document tab of each copy's new version instead. This option is especially useful if you want to ensure that the contents of a new version of the master document is retranslated for or pushed into each of its copies.
Important: Using this option overwrites in the copies whatever changes may have been made to the master document text, such as translations or localized content, in the previous version of those copies. However, the previous version of the copies are available for comparison purposes.