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Returning a Document or Questionnaire to Draft Status

As an administrator, you can return any document or questionnaire currently in the Review or Approval status back to draft.

Notes:

If changes need to be made to a document/questionnaire in the Pending or Published status, you or the document owner must create a new version of the document/questionnaire. See Doing a Periodic Review and Creating a New Version for details.
A document's owner can also send an owned document/questionnaire back to Draft.

Find and open the document or questionnaire you need to send back to Draft status (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
Do one of the following:

If the document/questionnaire is in Collaboration status, click , and then click Send to Draft.

If the document/questionnaire is in Review or Approval status, click Options, and then click Send To Draft.

(Optional) Write a reason for sending the document/questionnaire back to draft.

Click Save, and then in the Results window, click OK.

The document owner receives a task notification that the document/questionnaire needs to be resubmitted for review or approval. Any reviewers or approvers who have not yet completed their assigned tasks for that document/questionnaire are notified that they no longer need to complete those tasks.