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Returning a Document to Draft Status

As a document control administrator, you can return any document currently in the review or approval status back to draft.

Notes:

  • If changes need to be made to a document in the pending or published status, you or the document owner must create a new version of the document. See Doing a Periodic Review and Creating a New Version for details.
  • A document's owner can also send that document back to draft.
  1. Click DOCUMENTS.
  2. Find and open the document you need to send back to draft status (see Finding and Opening a Document for detailed instructions).
  3. Click Options, click Send To Draft, and then click OK. The document owner receives a task notification that the document needs to be resubmitted for review. Any reviewers or approvers who have not yet completed their assigned tasks for that document are notified that they no longer need to complete those tasks.