Making Changes to Document Properties

A document owner, a document control administrator (DCA), and a proxy author can all make changes to an assigned document after it leaves the draft workflow status. A document owner or DCA can make changes to a document's properties in the following nondraft statuses:

• Collaboration
• Review
• Approval
• Pending
• Published

An assigned proxy author can make document property changes in the following nondraft statuses:

• Collaboration
• Review
• Approval

However, the following document properties cannot be changed for documents in certain statuses. If you need to change one of these properties, you will have to return the document to draft status (see Sending a Document Back to Draft) or create a new version (see Doing a Periodic Review and Creating a New Version).

• Template: can only be changed in the draft and collaboration statuses
• Approvers: cannot be changed after a document is approved and moved to pending or published status
• Publication Date: Cannot be changed once a document is moved to published status

To change a document's properties after it has been moved out of draft status,

1. Find and open the document (see Finding and Opening a Document or Finding a Document You Are Assigned to Own, Proxy Author, Write, Review, Approve, or Read for help).
2. Click Properties Wizard.

Screenshot...

Note: If you are working on a document in the pending or published status, you will see the following alert. Click OK to continue. Screenshot...

3. Click a Properties Wizard step, and then make the desired changes.

Note: The step matching the status the document is currently in is highlighted in green. If the document is currently in the writing, review, or approval, the currently active level is also highlighted in green. Screenshot...

4. Click Save.

Important: If you close the document without clicking Save first, your changes will be lost.

5. Close the document.

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