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Reverting documents

We know that sometimes you need to move documents back to an editable status. This guide explains how to revert documents and what permissions are required to do so.

Best practices​

  • Only revert documents when absolutely necessary to avoid double-handling or repeated approvals
  • Review document status before reverting
  • Contact your organisation administrator if you need additional access
  • Communicate any significant status changes to all relevant stakeholders

Understanding document reversion​

Reverting a document moves it from a non-editable status (like Approval or Completed) back to an editable status, allowing you to make necessary changes. When you revert a document, it returns to the Ready status.

Required permissions​

To revert a document, you need the following permissions for the document's submodule:

  • Revert Approval to revert documents from Approval status
    • E.g. Purchasing Invoices Revert Approval
  • Revert Completed to revert documents from Completed status
      • E.g. Purchasing Invoices Revert Completed
  • Revert to revert documents from all other non-editable statuses
      • E.g. Purchasing Invoices Revert

Contact your organisation administrator to review your permissions.

Reverting a document​

To revert a document:

  1. Open the document.
  2. Click ... at the top of the document.
  3. Click Revert.

The document moves to the Ready status, where you can make your changes and complete processing.

Need help?​

Contact your organisation administrator or Zudello support for assistance with document reversion and permissions.