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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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<strong>Doc</strong>ument States Describe the specific point of a document’s life. They are<br />

as follows:<br />

• New — This is a document before it is checked in for the first time.<br />

• Draft — The document is being edited by one or more editors and has<br />

not been released.<br />

• In Review — The document is being reviewed by one or more<br />

reviewers.<br />

• Review Complete — The current draft has gone through a review<br />

cycle.<br />

• Pending Approval —The current draft is in the approval process.<br />

• Approved — The current draft has been approved but not checked in<br />

as a version.<br />

• Rejected — The current draft has been rejected during the approval<br />

process.<br />

• Released — The document has been checked in as a version.<br />

About the document review cycle<br />

Many collaborative documents should be reviewed, commented on, and<br />

edited by a team of people prior to general publication of the document.<br />

Any current document draft can be submitted for review by any draft<br />

editor providing drafts are not disabled for the document type, and a<br />

review cycle is set up. When the last reviewer finishes the review, the initiator<br />

is notified and the document state is changed to “Review Complete.”<br />

The initiator can change the reviewer list and cancel the review cycle at any<br />

time prior to review completion.<br />

About the document approval cycle<br />

Many business documents require an approval before they can be released<br />

or finalized. Policy documents, for example, may need several approvals<br />

prior to being generally distributed; expense reports may need approval<br />

prior to the disbursement of funds. In an approval cycle, one or more<br />

editors must approve or reject a document before anything else happens to<br />

it. If the document requires a review cycle, the review must be complete<br />

before the approval cycle can begin.<br />

Any current document draft can be submitted for approval by any draft<br />

editor providing drafts are not disabled for the document type, and an<br />

approval cycle has been set up.<br />

If any approver rejects the document, (for example, more information may<br />

be needed or the document may need to be changed), the approval cycle<br />

ends.<br />

Chapter 5: Working with <strong>Doc</strong>uments 47

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