Promote a draft document

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Promoting a draft will create a master copy of the file. A file can only be promoted if the file has been authorized and is ready for promotion, i.e. it has the status Promotion Ready. When a file has been promoted, the Details page for the file will display two tabs, one for the master and one for the draft. If a master version of a file already exists then any subsequent promotions will archive the current master files.

 

Note: A system option can automatically promote a draft following authorization.

 


 

1.From the Documents menu choose Document Registry.

 

2.Find the document that you want to promote.

 

3.Right-click the file and choose Details.

 

4.From the Manage menu choose Authorization and then Promote Draft Copy.

 

 

Promoting Multiple Documents

 

Multiple files/documents can be promoted in one operation if they are ready to be promoted.

 

1.From the Documents menu choose Document Registry.

 

2.Find the documents that you want to promote.

 

3.Select the files (hold Ctrl to select multiple documents) and from the Manage menu choose Authorization  and then Promote Draft Copy.

 

4.Select the scope of documents to promote.

 

Note: You may be required to specify the location to save the master copies in.

 

5.Click OK.

 

6.Select the documents that you want to promote (documents that are ready for promotion will have a value of 'YES' in the OK column). Hold Ctrl to select multiple documents to promote.

 

7.Click Continue.

 

 

Unlocking Drafts

 

Once a document has been promoted, if any edits are required the draft document must be unlocked. See Unlocking drafts for more information.

 

 

Quick Promotion Of Documents

 

Administrators and Registry administrators can promote registered documents without putting them through an authorization cycle.

 

1.From the Documents menu choose Document Registry.

 

2.Find the document that you want to promote.

 

3.Select the document and from the File menu choose Administration and then Quick Promotion.

 

 

Related topics

 

Assigning draft promoters

 

Authorizing files