Finalizing Documents

In IPM, you have the option to Finalize documents when they are no longer needed to be updated, or if they have been approved and need to be sent through to your accounting software. Finalizing a document will not delete it from your records; it just means that the document is no longer outstanding and is typically set to read only and filtered automatically from the IPM Filtered Views. It may have been approved, or the issue outlined in the document has been dealt with in another manner.

When you Finalize a document, it will still appear in the particular document table for the Job, but the Finalized column will appear as Yes and the information in the document is not able to be edited. You also have the option of checking the Hide Finalized box above each document table if you do not wish to view the finalized documents.

The process of Finalizing a document is by a workflow, many of which are included as part of the IPM Standard Solutions. These can also be set up or modified by your IPM consultant. Predominately, the workflow will be set up to finalize the document once its status has been changed to Approved, or the workflow can be set up to run on demand when you wish to manually finalize a document

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