Important Notes About Draft Documents

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Drafts behave just like published documents. They can be tagged, put in folders, have their document types set and be part of a stack. In any view (i.e. All Documents, Folders etc.) you can click on the new Draft Documents tab below the List View to see the drafts in that view. Click the Published Documents tab to see the published documents in that view.

You can add a scanned document or a document from the hard disk directly as a draft document. In this case the new draft document  gets the version number 0.1.  You can review the draft document, check-in/checkout to make changes if required and publish the document when you are done.

 

A document can be in one folder, while its draft can be in another folder. Similarly the tags, document type and stack for a document can be different than what it is for its draft. When a draft is published (i.e. when it becomes a published document) its folders, tags, document type and stack will be the ones that are used. This is useful because when a draft is passing through a workflow, it can be assigned a new folder, tags etc. which will be used upon approval of the draft.

Each Role in Globodox can have a different set of permission for drafts and published documents. Also, a security label applied to a draft is different from a security label applied to a published document. However, when a draft is published it inherits the security label (and other security settings) from its parent document. If the draft does not have a parent document, then it retains its own security settings.


Related Topics

How does the Draft Mode work?

 


Page URL: http://www.itaz.com/globodox/help/index.htm?more_about_draft_documents.htm