Initial to Final Documents
Last updated: May 12, 2026
The Initial to Final lifecycle is for documents that have been approved externally and are already in their Final version. This lifecycle allows documents to reach their steady state without going through an approval workflow.
The following Documents Types follow this lifecycle:
- Executed Records
- Form > Paper Executed Form
- External Documents
- All QMS Documents
Task Sequence
Best Practice
Complete tasks in the following order for Initial to Final documents.
| Task | Who Does This Task | ||
|---|---|---|---|
| 1 | Create Draft | Full User | |
| 2 | Send Document for QC | Full User | |
| 3 | QC Review Document | QC Reviewer |
Note
Document Control Users can bypass the Quality Check for Initial to Final documents by marking the document as Final.