Skip to main content

Review and confirm document revision matches

Review how newly uploaded files have been automatically matched to existing documents and confirm which ones should be treated as new revisions.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the revision match review​

Open the revision matching window after uploading a batch of files to see how each file has been matched to existing project documents.

Open the revision match review

Step 2: Check automatically matched revisions​

Review files that have been confidently matched to existing documents, including the current revision codes and titles, so you can confirm they should become the next revision.

Check automatically matched revisions

Step 3: Review possible or low-confidence matches​

Inspect files where only a possible match was found, checking the suggested document reference, title, and revision direction before deciding whether to accept or reject the match.

Review possible or low-confidence matches

Step 4: Identify files with no matches​

Look through any files that could not be matched to existing documents so you can plan whether to create new documents or correct the file naming.

Identify files with no matches

Step 5: Resolve blocked or inconsistent matches​

Address any files marked as blocked or inconsistent, such as where revision direction or numbering does not make sense, before proceeding with the upload.

Resolve blocked or inconsistent matches

Step 6: Confirm and apply revision decisions​

Once you are satisfied with all matches in the batch, confirm your decisions so the system can update the existing documents with the new revisions.

Confirm and apply revision decisions

Last updated: 2026-08-31