Editing a Draft Document or Questionnaire

You can freely make changes to a document's or questionnaire's properties and contents for as long as it remains in Draft status.

Notes:

  • Documents/questionnaires submitted to writers (in the Collaboration status) are considered draft documents/questionnaires and are completely editable by document owners.
  • For instructions on editing a document/questionnaire after it has been returned to Draft after one or more reviewers or approvers have revised or declined it, see Working with a Revised or Declined Document or Questionnaire.
  • As the document owner, you can make changes to a document (but not to a stand-alone questionnaire) even after submitting it for review or approval. See Editing Document Content for details.

To edit a draft document/questionnaire, find it in the Draft or Collaboration status, and then open it (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire). You can then add or change any of the following:

Be sure to save your changes.