Making Changes to Properties

A document owner, an administrator, and a proxy author can all make changes to an assigned document or questionnaire after it leaves the Draft workflow status. A document owner or administrator can make changes to properties in the following statuses:

• Draft
• Collaboration
• Review
• Approval
• Pending
• Published

An assigned proxy author can make property changes in the following statuses:

• Draft
• Collaboration
• Review
• Approval

However, the following properties cannot be changed for documents and questionnaires in certain statuses. If you need to change one of these properties, you will have to return the document/questionnaire to Draft status (see Sending a Document or Questionnaire Back to Draft) or create a new version (see Doing a Periodic Review and Creating a New Version).

• Template: can only be changed in the Draft and Collaboration statuses
• Approvers: cannot be changed after a document/questionnaire is approved and moved to Pending or Published status
• Review Interval: Cannot be changed once a document/questionnaire is approved and moved to Pending or Published status
• Publication Date: Cannot be changed once a document/questionnaire is moved to Published status

To change properties after a document/questionnaire has been moved out of Draft status,

1. Find and open the document or questionnaire (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
2. Click Properties Wizard.

Screenshot...

Note: If you are working on a document/questionnaire in the Pending or Published status, you will see the following alert. Be aware that making changes to certain settings could cause additional email notifications to be sent to assignees. Click OK to continue. Screenshot...

3. Click a Properties Wizard step, and then make the desired changes.

Notes: The step matching the status the document/questionnaire is currently in is highlighted. If the document/questionnaire is currently in the Collaboration (Writers), Review, or Approval status and multiple assignment levels exist, the currently active level is also highlighted. Screenshot... For instructions on how to change a note, see Editing or Deleting a Note.

4. Click Save.

Important: If you close the document/questionnaire without clicking Save first, your changes will be lost.

5. Close the document/questionnaire.

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