Finalizing documents

In the Document Space, right click on the document and select Finalize or if the document is open in Microsoft^® Word, Excel or PowerPoint^®, select Finalize from the FileSphere menu

The Finalizing dialog box is displayed, in which you can optionally:

Set an Expiry date for the document.

Delete all minor versions

Add a Comment 

Click the Finalize button

A new read only major version of the document will be created. (documents being finalized from Microsoft^® Office will be automatically closed)

In the Document Space the document status will be updated to Finalized and the document details will be highlighted in blue.

Cancelling Finalization

Right click on a finalized document in the Document Space and select Cancel Finalize from the document menu.

The most recent major version numbering will be replaced by the last minor version that existed before the document was finalized. 

Select a version to delete

Confirm the deletion

FileSphere closes & re-opens
the document to save it