Creating a draft document

Create a draft document for use in the draft approval process.

While you are working on a document, store the document in draft state. 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.

If a document does not require approval, the drafts becomes the active version when it is checked in. If a document requires approval, it must be submitted for approval and approved before it becomes the active version of the document.

To create a draft document:

  1. Navigate to the folder where you want the draft to be stored.
  2. Click New, then select the type of document you want to create. For example, if you want to create a new Rich Text Editor document, select Rich Text Editor file (ort).
  3. Type a file name in the File Name field. The file extension is automatically supplied based on the file type.
    Note: You can create file names using non-Latin characters (such as Japanese and Cyrillic). However, some characters are invalid, such as asterisks (*), question marks (?), less than and greater than signs (<, >), apostrophes ('), quotes ("), backward and forward slashes (\, /), pipes (|), square brackets ([ or ]), and colons (:).

    File names are limited to 180 characters. Document titles are limited to 252 characters. There are limitations on the overall length of the file path for a document, which includes all folder (directory) names containing the document, plus the file name of the document. Any operations that interact with the file system, such as roundtrip editing, must have a file path of less than 180 characters.

  4. The new document is created in the folder or location where you clicked the New button.
  5. The document type is also assigned by default, based on the type you selected from the New menu. You can change the document type after creating the new document.
  6. Optionally, specify a description, select a language, or select one or more categories for the new document.
  7. Click Create. The appropriate editor will be opened based on the type of document you are creating. For example, if you are creating a Rich Text Editor File, the Rich Text Editor opens. Open File will open the editor only if you have entered a valid file name.
  8. If you create a .doc, .xls, or .ppt document, a dialog box opens as the application associated with the document file extension is launched. Click OK to download and launch the application. If you want to hide this dialog in the future when you open or create additional Microsoft® documents, click the option Do not show this message again.
  9. In the editing application, make changes to your new document. When you are finished making changes, save your document using the normal Save function of your editor. Close your editing application after you have finished editing and saving.
  10. As the application closes, the new document is saved to the library. Click Save as Working Draft to keep the document as a private draft. If you have more changes to make, click Open the editor again.
To view your drafts, click Views > Draft Views > My Working Drafts. To return to the view of public documents, click Views > Shared Views > All Documents.