Once a Resource has been finalized, it may not be edited and its Edit State will always be Final. (Note: using the Web Client the System Administrator may open/unfinalize resources that have been closed/finalized if they don’t have completed signatures).
To finalize a Resource, select Edit > Finalize from the right-click menu or, on full check in, on the Version Resource dialog select the checkbox to make the version final. You can also submit a resource to CERF as Final.
Notebook Entries may also be finalized. This finalizes the Entry and prevents further changes to the embedded resource. This action is found on the right-click menu: Notebook > Finalize Entries. A single Notebook Entry may be finalized or all the entries on a page or all entries in an entire section or notebook. The Finalize
button on the Notebook Entry toolbar allows you to finalize an Entry when it is selected in the Notebook Viewer.
Once a resource has been finalized, there is a new option on the right-click menu to Finalize all Versions. This action locks the record so that all related versions are final.
Note that you will not be able to finalize a Resource if you have initiated signing and a signature is pending (i.e., you have added a cosigner who has not yet signed) or if the Resource is checked out for editing.
An icon indicating that a Resource is Final
will be displayed in the Document Tree next to a Resource that has been finalized. This icon is displayed on Notebook Entry headers (if shown) and selection bars in the Notebook Viewer. Headers/selection bars for finalized Notebook Entries appear light gray when unselected.
Note: Individual files that have been Finalized in the context of a File cabinet or a Notebook Entry and individual Notebook Entries that have been Finalized can still be signed. However you cannot sign a Notebook Page that is Finalized. If you need to sign a Finalized Notebook Page, an administrator can log into the Web Client, locate the Page in the Notebook Resources screen, then select the “Open/Unfinalize” tab, then click the “Open/Unfinalize” button
Note: An administrator can Unfinalize any Finalized resource. To do this they must log into the Web Client, locate the resource in the Notebook Resources screen, then selecting the “Open/Unfinalize” tab, then click the “Open/Unfinalize” button. In CERF, a resource can be Unfinalized, by an Administrator if necessary, but resources cannot be unsigned.
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