*Because finalizing a binder deletes
all documents that are in a binder that have been deleted while the job was in
progress, and also deletes the revision history of all the remaining documents
in a binder, some firms elect to lock work binders if there will be a period of
time between when the job is considered complete and when the work binder(s)
will be finalized.
**Since locking a binder does not
delete deleted documents or document revision history, it allows for a look
back at deleted documents and revision histories. “Lock Binder” is on the same
right click Binder Actions Menu as “Finalize Binder”.
can be finalized even if the Publication Engine is not running on the Doc.It
Watch computer or server. Publishing and Rolling Binders forward, does require
the Publication Engine to be running.
1. When a Binder is
Assigned to You in Doc.It Workflow on Your Assigned to Me Saved Search in
you are finalizing a single work binder, right click and choose Binder Actions
-> Finalize from the right click context menu.
will be prompted for a confirmation and then warned that finalizing removes
deleted documents, revision histories and that the binder will be read only.
2. From Binder Explorer
When You Want to Find Many Binders of a Particular Type and Finalize them at
· Use the Saved Searches drop down
dialog to display, filter and sort Work Binders you wish to finalize.
with the Saved Search called Work Binders (not finalized)
· First by Binder Name
· Then by the Binder State (Completed)
· Then by Published condition (Yes)
· This will result in a list of
Binders that could be finalized
· All, or a range, of these Work
Binders can be selected with Shift / Click or Control / Click combinations.
· Once the Binders you wish to
finalize have been selected:
click on one of the selected Binders and choose Binder Actions -> Finalize
from the right click context menu.
· You will be prompted for a
confirmation followed by a summary window of the Binders you have selected.
the Finalize button.
· You will be prompted with a dialog
box reminding you that Finalizing a Work Binder will get rid of old revisions
of documents and deleted documents. Also, that Finalized Binders are Read Only.
· Click Yes.