Accepting or rejecting a draft

Use draft approval to approve or reject a document.

In order to review, edit or accept a document that has been submitted for approval, the reviewer must have the Editor role on the document.
The draft approval process streamlines writing, editing and approval of documents. There are two roles in the draft approval process: author and reviewer. An author creates and edits a document until it is ready for review. A reviewer approves or rejects a draft document. Once a draft document is approved, it becomes visible to all users of the library. A rejected document is returned to the author for additional work.

To accept or reject a document:

  1. Click Drafts to Approve to open the view.
  2. Click the name of the document you wish to review.
  3. In the document preview screen, click Show entire document to see the complete document, or click Open if you want to launch an editing application to open and edit the document.
  4. Approve or reject the draft document:
    • Click Accept. Once you click Accept, the document becomes visible to all users of the library.
    • To return the document to the author for more changes, click Reject.
When a submitted draft is approved and the document is visible to all library users, the document listing displays the last modifier of the document, as well as the last modified timestamp. The values of these document properties vary depending on whether locking is enabled or disabled, and whether the document was locked or unlocked when the submitted draft was approved.
If locking is enabled, and
  • the document is locked at the time of approval, then the published document shows:
    • last modifer is the draft document submitter
    • last modified timestamp is the time of approval
  • the document is not locked at the time of approval, then the published document shows:
    • last modifer is the reviewer who approved the document
    • last modified timestamp is the time of approval
If locking is disabled, then the published document shows:
  • last modifer is the reviewer who approved the document
  • last modified timestamp is the time of approval