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Domino.Doc 3.5 User's Guide - Lotus documentation - Lotus software

Domino.Doc 3.5 User's Guide - Lotus documentation - Lotus software

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About document life cycle management<br />

46 <strong>Domino</strong>.<strong>Doc</strong> <strong>3.5</strong> User’s <strong>Guide</strong><br />

Many business documents progress through a series of stages that collectively<br />

form the document’s life cycle. These stages include Authoring,<br />

Review, Approval, Release, and Archiving. As a document cycles through<br />

its life, the related activity (like editing and reading) trends downward.<br />

Eventually a document is no longer needed for regular and instant access<br />

and can be archived to less costly media for occasional usage or simply for<br />

policy compliance.<br />

Review, approval, and archiving options can be enabled (or disabled) and<br />

parameters can be defaulted on the document type form.<br />

<strong>Doc</strong>ument Authoring Facilitates the creation and initial editing of a<br />

document by one or more editors.<br />

<strong>Doc</strong>ument Review Routes a draft document to a set of users for review.<br />

The reviewers may edit document content, add a comment to the<br />

document, or both. Typically, the results of a document review are used to<br />

update the original document. Depending on how the review cycle was set<br />

up, the reviewers may update the document themselves, or the author may<br />

update the document from the reviewers’ comments.<br />

<strong>Doc</strong>ument Approval Routes a draft document to a set of users for approval<br />

or rejection. <strong>Doc</strong>uments must be approved for many reasons. Policy<br />

documents may need approval prior to being distributed to a broad<br />

audience. Expense reports may need approval prior to the disbursement of<br />

funds. The common factor is that one or more users must approve or reject<br />

a document prior to the document moving to subsequent stages. During the<br />

approval cycle, no changes or comments are made to the document’s<br />

content. Approvers are allowed to attach comments, however.<br />

<strong>Doc</strong>ument Release Marks the document complete, meaning that it has<br />

finished its editing life cycle. The properties of the released version of the<br />

document will probably be different from that of the draft version. For<br />

example, the security, or ACL, that is used during authoring and review<br />

probably limits access to a small number of users, whereas the ACL given<br />

to the final version may be a more wide-ranging thus allowing greater<br />

access to the document.<br />

<strong>Doc</strong>ument Archiving Involves storing an out-of-date document in an alternate<br />

repository (for example, the file system, a relational database, or an<br />

optical disk).

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