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

---

 

Submitting a draft for approval

Submit a document draft for approval.

A document draft is a private version of a document that is visible only to the user who created the draft. A document draft can be edited and saved as often as desired. When the draft is ready, the draft can be submitted for approval. If the draft approval process is enabled, submitting the draft will send it to draft reviewers who are able to view and edit the draft document. Documents in the draft approval process appear in a Submitted Drafts view for both authors and reviewers.

To submit a draft for approval:

1. Create or edit a document.

2. After saving the document within your editor, click Submit for approval to place the document into the workflow process. The document now appears in the reviewer's Submitted Drafts view. You can cancel pending changes before they are approved by selecting Delete Draft when the document is selected in the Drafts folder.

3. If the reviewer rejects the submitted draft, it appears in your Private Drafts view, and can then be edited and resubmitted.

4. When approved, the document appears in the original folder where you first created the document. The document is now available for public viewing.

 

Parent topic:

Working with drafts, versions and workflow

 

Related concepts
Document drafts and approval workflow

 

Related tasks
Accepting or rejecting a draft Saving a document

---