How do I convert a document into a draft?
In a system with a variety of document controls, the draft is the most basic one. Documents of certain types need to start as drafts, and then pass an Approval Workflow, , to ensure there are no mistakes and that the information is well-organized.
Having trouble converting your document into a draft?
- Only people with administrator or editing privileges can convert documents into drafts. Do you have editing privileges?
- The procedure could already be locked as a draft being edited by another user. To find out who has the draft – Place the mouse pointer over the pencil glyph next to the procedure. A tooltip appears with the name of the user that currently has the draft.
Who has the draft right now?
