Effective Date

Studio uses the Effective Date of a document to determine whether it should be included in a form set. By default, this date is set to today's date.

Important

We strongly recommend entering an effective date for all Documaker documents to help ensure this date is used in Studio. However, note that the Studio user can override this date.

To select an effective date

In the General tab of Document Properties, click the Effective Date drop-down arrow
On the pop-up calendar,use the left and right arrow buttons to select a month and year
Select a specific date

The check box next to the date is automatically selected, indicating it is active

To quickly select today’s date, click anywhere in the bottom edge of the calendar where today’s date appears

To turn off the Effective Date (not recommended):

Clear the check box next to the date.

The date will be grayed out, and the default effective date for the Studio library will be used when the documented is imported into Studio. If necessary, you can re-enable the Effective Date later

Please note:

the effective date on an imported form applies to any section contained in that form if the Studio files are checked into the library
the effective date on an paragraph list applies to any paragraph contained in that paragraph if the Studio files are checked into the library