Sending a Document or Questionnaire Back to Draft

A document owner or administrator can send a document or questionnaire in the Collaboration, Review, or Approval status back to 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 , and then click Send to Draft.
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  1. (Optional) Type a reason for sending the document back to Draft.
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  1. Click Save.
  2. In the Results window, click OK.
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The document/questionnaire is moved to Draft status and remains open. Any writers (Collaboration status), reviewers, or approvers in the current status who had not completed their assigned tasks are notified that their tasks no longer need to be completed.