Saving a document in Document Manager
Save a document that you have created or edited.
When you create or edit a document in Document Manager, the options for saving the document depend on whether the draft approval process is enabled. If the draft approval process is disabled, we can select Publish, and the document is saved into Document Manager and is visible to all authorized users. If the draft approval process is enabled, we can select Submit for Approval, and the document will be automatically saved as a draft and submitted for approval. We can see this submitted draft in the Submitted Drafts view. Once this draft is approved, it is saved into Document Manager and is visible to all authorized users.
In addition to the Publish and Submit for Approval options, we can also select Save as Private Draft to save a draft of the document that you want to continue editing. If you select to save the document as a draft, whether the draft approval process is enabled or disabled, the document appears in the Private Drafts view and is only visible to you.
- In Document Manager, after we have finished editing a new document and saved the changes from within our editor, click Publish, Submit for Approval, or Save as private draft to save the new document. The save options you see depend on whether the draft approval process is enabled.
- Click Cancel to return to the previous page without creating the document. Any changes you entered using the editor are lost, and the document is not created in the Document Manager.
Parent Topic
Working with documents
Related tasks
Editing a document
Opening a document
Replacing a document
Submitting a draft for approval
Accepting or rejecting a draft