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Submitting a Document to Writers (for Collaboration)

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

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

As each assigned writer indicates that he or she has finished writing, you receive a notification email. When all assigned writers have indicated that they are finished writing the document, PolicyTech returns the document to draft status and notifies you that the document is ready to submit to review.

You can also check writer status from the document's Overview page (see Working with the Document Overview for details). To access the document while it is in collaboration status, see Finding a Document in a Specific Status.

Note: Because assigning writers is not a required Properties Wizard step, if the assigned template contains no required writers, you can skip any assigned writers and submit the document directly to review or approval if needed.

  1. Find and open the document (see Finding and Opening a Document if you need help).
  2. Click Submit to Writers.
  1. In the Results window, click OK. The document is automatically closed for you.

Note: If no writers have been assigned to the document, 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.