For particularly large documents, running operations like 'Renumber' or 'Update x-ref' or inserting front/back covers can be slow. We have therefore built a 'finalisation' action from the 'Project' tab which will allow you to trigger these finalisation steps for a document without having to open the document in the Editor. It will also allow you to carry on with other tasks once the process is ongoing.You can carry out a number of operations on a document in one go using the Finalise document feature. Especially for larger document, it will be faster and more convenient that doing each of the operations separately in the Editor.
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How to finalise a document
Open the project containing the document you want to finalise.
Ensure all changes are saved and there are no locks on it by other users.
Click on On the Project Tab, click on Actions>Finalise document on the working version you want to finalise.
In the dialogue box that opens, select Select the actions you want to perform on the document.
Click Update and wait for the success message when the operation is completed.
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.
The selected operations are run in the order they appear in the dialogue box (Renumber, update x-refs, insert front and back covers).
In terms of the specific operations:
Renumber will renumber all provisions in the document, including provisions in quoted structures.
Update x-
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refs will check all existing
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cross references in the document and update them accordingly - including those within quoted structures
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.
Insert Front Cover includes inserting the table of contents
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. Any existing cover will be replaced.
Insert Table of Contents only will overwrite existing any table of contents
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if there is one but will leave other parts of the front cover as they are.
You can’t finalise a document if it or any provisions within it are locked.
If any of the individual operations fail, an error will be displayed
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. However, all changes up to that point will be saved.
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