Submit a revision for draft review

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Submit a document draft for review.

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    About this task

    Once a document has been created and edited, a specific revision can be submitted for draft review and final approval. After final approval, the document can be published.

    When a draft of the document is ready, submit the draft for review. If the document does not have reviewers identified in the Reviewers field of the document record, the review process is omitted.

    Procedure

    1. Navigate to the document record.
    2. Right-click the appropriate revision.
    3. Select Submit Revision.

      The revision stage is set to Awaiting Review.

      The document name and parameters are changed to read-only. The document state is set to Active.