Create a document After Managed Documents parameters have been set by the administrator, documents can be created, requested, checked out, edited, checked in, copied, and, if necessary, rolled back to an earlier version. Once documents have been added to the Managed Documents application, they can be grouped into document collections. Approval processDuring the approval process, the approver approves or rejects the document. A document goes through the approval process after the review process. Review processDuring the review process, the reviewer approves or rejects the document. Sometimes a document will have multiple reviewers.Enable electronic signature for approvalThis topic explains how to enabling electronic signatures for approval. Electronic signatures are helpful if you must obtain a digital signature for compliance or auditing purposes.Publish an approved revisionThis topic explains how to publish a document revision that has been approved.Submit a revision for draft reviewThis topic explains how to submit a document draft for review.Create or request a new documentOnce an administrator has set parameters for the Managed Documents application, you can create or request new documents.Check in a documentCheck in the document after you revise it so other users can check out the document.Copy a documentA document can be duplicated at any time. This is useful if you have an existing document that you want to use as a base for a new document.Deactivate a documentTo change the document state to Inactive, deactivate the document. This is useful when changes to a document have been put on hold. An inactive document can be reopened at any time.Reopen a deactivated documentA document that has been deactivated can be reopened.Roll back a documentA document can be rolled back to an earlier revision at any time. Before rolling back to an earlier revision, ensure that the document is not checked out and that you have Editor or Owner permissions for the document.Cancel a documentChange the document state to Cancelled when no more changes will be made to the document.Check out a documentDocuments in the Managed Documents application can only be revised by one user at a time. Check out the document to revise it.Create a document collectionA document collection is a set of individual documents. After documents have been uploaded into Managed Documents, organize the documents by grouping them into collections.Upload a documentUpload a document into a saved record. You can upload text files, spreadsheets, presentations, PDF files, and more.