Knowledge Base

Manage Drafts

Article ID: 421
Last updated: 22 Oct, 2021

To manage existing drafts or create a new one, select Articles or Files from the main menu and select the Drafts tab:

The tab lists all existing drafts. If the list is long, use the filter fields above the list to show just the drafts of a particular status, or the drafts with a certain word in their titles.

The Status column shows a color for each draft to indicate its status:

  • gray = in progress
  • yellow = waiting for approval
  • red = rejected
  • green = approved
  • dark gray = completed (approval not required)

Click the actions icon in the Action column for a draft to perform an action.

For drafts of articles:

  • Approve - Appears if draft requires approval and you are an assignee (are allowed to approve or reject the draft).
  • Preview - Display a preview of the draft to review.
  • Details - Display details about the draft.
  • Edit - Open the draft for editing.
  • Delete - Delete the draft.

For drafts of files some extra options available:

  • Open - Open the file in a browser if possible.
  • Download - Download the file to a location on your computer.

Depending on your privilege level, the following Bulk Actions are available:

  • Set Assignee - Change assignee. Can be applied to drafts that are in the approval queue. 
  • Reset - Move drafts to the beginning of the approval queue. Updates do not reset drafts.
  • Set Status - Change draft status to "In Progress" or "Completed". Can be applied to drafts that are not in the approval queue. 
  • Delete - Delete the draft.

Adding a draft

To add a draft of an article or file, click Add new on the relevant tab and complete the form that appears.

  • For a description of the form for adding a draft of an article, see Add an article.
  • For a description of the form for adding a draft of a file, see Add a file.

Approve a draft

If you are an assignee for a draft in its current workflow step, you can:

  • Approve the draft as-is and either publish it or move it to the next workflow step.
  • Edit the draft and save your changes before approving it, as in the previous option.
  • Reject the draft so it returns to the author for further edits. 
Article ID: 421
Last updated: 22 Oct, 2021
Revision: 9
Views: 1624
Comments: 0