Restrict Manual Publishing of Document

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You are here: Document Check-in/Checkout > Draft Documents >Restrict Manual Publishing of Document

Normally when you add a documents to GLOBODOX, it is added in the Published mode. Some organizations may require that before any document is published, it must be treated as a Draft Document and routed via an approval workflow.

Users in Globodox can be blocked from adding documents directly in the Published mode. Draft documents are edited with minor version maintained and then sent to a Workflow for Approval or Rejection. Once the draft document is Approved the draft document is Published to a major version/a minor version via the Workflow.  This avoids unapproved documents to be added in the Globodox published node.

By default, this feature is disabled in Globodox. To enable the feature, Restrict Manual document publishing should be enabled in the Role for the user. In the Draft mode, This will also disable manual publishing of documents when they are in Draft mode (i.e. they can only be published via a workflow).

 

To enable this feature:

1.In Globodox, click the Settings tab.
2.Select Roles under System Settings.
3.Double click the Role that needs to have this feature enabled.
4.Click the Other privileges tab. Scroll to the end of the list.
5.Check the feature 'Restrict Manual document publishing'.
6.Click Save & close.

Note: You cannot directly edit a System defined Role. You will need to Clone the role, open the cloned role to make changes to the Role.

 

All documents will now be added automatically to the Draft node. The behavior will be the same when adding Documents to the Stack as well as when adding document via the Web Client.

 

Documents added via the Virtual Printer method or the Send To option will also be added to the Draft node in Globodox.

 

Note: Documents added via Globodox Drive will be added to the Published node and not the Draft node.

 

Page URL: https://www.globodox.com/support/help/index.htm?restrict_manual_publishing_of_.htm