How to change a document Review Date?

Leo Comia Updated by Leo Comia

To update the Review Date while checking in a document, it must have been checked out with "Review" as the reason. When a document is checked out for "Change" or "Formatting", the Review Date is unavailable and cannot be modified.

Checked out for Change/Formating

To work around this, check the document back in after filling out the mandatory fields and reason for the change; check out the document again and select "Review" as the reason, then modify the Review Date and check-in.

Checked out for Review

When checking out documents for review or updates, choose "Review" as the checkout reason. The checkout reasons, "Change" or "Formatting", should only be used for minor adjustments.

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