Send to Draft. The selected documents in review or approval are sent back to draft status. The document owner is notified of the status change, and any assignees in the current status (before sending back to draft) who have not finished their tasks are notified that they no longer need to complete those tasks.
Submit for Review. Immediately moves the selected documents in draft or collaboration status into review status, skipping any assigned writers who have not completed their tasks and notifying them that they no longer need to complete the tasks. The document owner is notified of the status change, and assigned reviewers receive a task notification.
Submit for Approval. Immediately moves the selected documents in draft, collaboration, or review status into approval status, skipping any assigned writers or reviewers who have not completed their tasks and notifying them that they no longer need to complete the tasks. The document owner is notified of the status change, and assigned approvers receive a task notification.
Set as Approved. Immediately moves the selected documents in draft, collaboration, review, or approval status into either pending or published status, depending on each document's publication date. If the publication date has passed, the document is moved to approved status. If the publication date is in the future, the document goes to pending status. The document owner is notified of the status change. Any assigned writers, reviewers, and approvers who have not completed their tasks are skipped and notified that they no longer need to complete their tasks.
Important: If any of the selected documents you set as approved are currently within the warning period for the next periodic review date, the review date the document owner has already been warned about will be reset to be at the end of the next review interval. See Next Review Dates after Setting as Approved for more information.
Delete. Moves the selected documents in draft or collaboration status to the Recycle Bin.
Archive. Moves the selected documents in pending or approved status to the archived status. Any assigned readers who have not yet marked the documents as read will be notified that they no longer need to read the documents.
Submit for Periodic Review. Immediately submits the selected documents in published status to review and assigns the document owner a review task.