Portal Express, Version 6.0
Operating systems: i5/OS, Linux, Windows

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Saving a document

Save a document that you have created or edited.

When you create or edit a document in Document Manager, your options for saving the document depend on whether the draft approval process is enabled. If the draft approval process is disabled, you 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, you can select Submit for Approval, and the document will be automatically saved as a draft and submitted for approval. You can see this submitted draft in your 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, you 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 your Private Drafts view and is only visible to you.

1. In Document Manager, after you have finished editing a new document and saved your changes from within your 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.

2. Click Cancel to return to the previous page without creating the document. Any changes you entered using your 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

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