Tutorial: Revert a Document
Goal: Return a document that has already been approved or completed back to an editable status (usually "Ready") to make necessary corrections.
Persona: Maria Garcia (New General User with permissions) or Anya Sharma (AP Clerk)
Mistakes happen, or sometimes information changes after a document has already moved through its workflow and become non-editable (e.g., reached "Approval" or "Completed" status). Zudello's "Revert" action provides a controlled way to bring these documents back to an earlier, editable stage so corrections can be made before resubmitting.
This guide explains how to identify a document that needs reverting and how to use the Revert action.
Prerequisites:
- Appropriate permissions to revert documents (e.g.,
#REVERT,#REVERT:APPROVAL,#REVERT:COMPLETE).
Steps:
Let's start by finding the document and initiating the revert action.