Before you start

  • The document is Published.
  • You are an Administrator, or you are named in Authors on the document.
  • You know why the document needs a new version. You must type a reason.
  • You know your Complere password.

Steps

  1. Open the document from Document Control › Documents.

  2. If the status button is greyed out and its tooltip reads "You must open or download this version of the document before you can sign it.", select Download (the download icon at the top of the page) first.

  3. Select the status button. It shows Published. The Force Review form opens.

  4. Read the warning at the top of the form. Your Email is shown. Type your Password.

  5. Type the Reason for the new version. It is required.

    Step 5. The Force Review form with the signature warning, Email, Password, Reason and the Sign button

  6. Select Sign. To stop without signing, select Cancel.

Result

The document goes back to Draft with the next version number, for example 1.1 after 1.0. Its Versions tab still lists the published version as Published.

Next: the Authors send the document on — see Send a document for review.

What gets recorded

The entry appears on the document's Audit Trail tab and is digitally signed.

What the audit trail records

  1. You signed the Force Review form.

    Action Type
    Force Review
    Digitally Signed
    Yes
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "Document force review and status changed to draft with version 1.1", with your Reason under it.

If something is different

The status button is greyed out, and its tooltip reads "Authors can change status from Published to Force Review".

You are not named in Authors on this document. Ask one of its authors, or an administrator.