Understanding document versions and resend rules
3 min read
Updated Apr 10, 2026
A resend is not a new version, and a corrected document is not just a resend. Knowing the difference keeps package history honest and helps downstream reviewers understand what actually happened.
Before you begin
A package that needs follow-up or correction
Clarity on whether the content itself changed
Access to the sender-side boards
Use resend for delivery, not revision
Resend is for a valid package that needs fresh notification delivery.
If the document content or participant structure changed, resend is not enough.
Use drafts for real revisions
If you need to change the source PDF, metadata, recipients, or key delivery assumptions, work through a corrected draft instead.
That preserves a clearer trail of what was actually sent.
Keep history understandable
Auditors, teammates, and downstream systems benefit when each package reflects a real version of the workflow instead of a blurred mix of resends and corrections.
Use void and replacement packages when the original should no longer remain active.
Pro Tips
Ask first: did the content change or only the delivery path?
If content changed, treat the next send as a corrected package.
Keep notes internally when a high-stakes package is replaced after a decline or void.
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