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Submitting a Document or Questionnaire to Writers (for Collaboration)

Important: These instructions apply only if the currently assigned template includes the Writers step.

If you, as a document owner, questionnaire owner, or proxy author, assigned one or more writers to a document or questionnaire and are ready for them to work on it, your next step is to submit it to those writers. While a document/questionnaire is with assigned writers, it is in the Collaboration status.

Note: If you did not assign writers, move on to Submitting a Document or Questionnaire for Review or Submitting a Document or Questionnaire for Approval.

As each assigned writer indicates that he or she has finished writing, you receive a notification email (if your email subscription settings include these types of notifications). When all assigned writers have indicated that they are finished writing the document/questionnaire, PolicyTech returns it to Draft status and notifies you that it is ready to submit to review.

You can also check writer status from the Overview page (see Working with the Overview for details). To access the document/questionnaire while it is in Collaboration status, see Searching for a Content Item or Browsing for a Content Item.

Note: Because assigning writers is not a required Properties Wizard step, if the assigned template contains no required writers or does not include the Writers step, you can submit the document/questionnaire directly to review or approval.

Find and open the document or questionnaire (see Searching for a Content Item or Browsing for a Content Item).
Click Submit to Writers.

Note: If the currently assigned template does not include the Writers step, the Submit to Writers step is not available.

In the Results window, click OK.

Note: If no writers have been assigned yet, you will see a window like the one below. Click Go there now, assign one or more writers, and then click Submit to Writers again.