Finalize/Unfinalize Document

This page is accessed via:

• Shipment Management > Shipment Management > Buy Shipments or Sell Shipments. On the Documents tab:
  • click the Actions icon () next to a standard document. Click Review > Finalize Document or Unfinalize Document.
  • click the Details () icon next to a standard document. Click the Actions icon for a document. Click Review > Finalize Document or Unfinalize Document.
• Customs > Declarations. On the Documents tab:
  • click the Actions icon () next to a standard document. Click Review > Finalize Document or Unfinalize Document.
  • click the Details () icon next to a standard document. Click the Actions icon for a document. Click Review > Finalize Document or Unfinalize Document.
• Transactions > Trade Transactions. On the Documents tab:
  • click the Actions icon () next to a standard document. Click Review > Finalize Document or Unfinalize Document.
  • click the Details () icon next to a standard document. Click the Actions icon for a document. Click Review > Finalize Document or Unfinalize Document.

Use these actions to finalize or unfinalize revisions to documents either as your own user, or as another. Unfinalized documents may be regenerated automatically by triggers in the system and replaced. When a document is finalized, the content is locked.