Submit a revision for draft review

This topic explains how to submit a document draft for review.

About this task

Once a document has been created and edited, a specific revision can be submitted for draft review and final approval. After final approval, the document can be published.

When a draft of the document is ready, submit the draft for review. If the document does not have reviewers identified in the Reviewers field of the document record, the review process is omitted.

Procedure

  1. Navigate to the document record.
  2. Right-click the appropriate revision.
  3. Select Submit Revision.

    The revision stage is set to Awaiting Review.

    Revision stage

    The document name and parameters are changed to read-only. The document state is set to Active.

    An active document