When you have finished making changes to your draft Document, you can Finalize the Document to make it available to users to complete. Each time you finalize a Document, you create a new Revision. Once a Document has been finalized, the components of the Revision that you can modify are limited. Some modifications require that you create a new Document revision while some modifications require that you create an entirely new Document.
Changes allowed after finalizing the Document
Document title and short title
Adding or removing stages
Adding or removing assigned classes and/or Case Services
Modifying the formatting of existing elements
Editing the header or footer of the signature
Adding, removing, or modifying some Action Triggers
Modifying the layout of a Letter Document
Changes that require a new Document Revision
Adding or deleting elements
Adding or deleting signatures
Modifying the Question Tags in a Letter Document
Changes that require a new Document
Finalize a Document
Before you Finalize your Document, ensure that you’ve fully tested the Questions, functionality, and (especially) the Scoring. Remember that once a Document has been Finalized, you cannot modify Scoring later.
1. In the Revision > Component tab, click Finalize.
2. Click Okay to confirm your action.