Sending a Document or Questionnaire Back to Draft

A document owner, questionnaire 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 Content Item or Browsing for a Content Item).
  2. Click , and then click Send to Draft.
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  1. (Optional) Type a reason for sending the document/questionnaire 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.