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Chapter 7 Working with Domino.Doc from a Browser - Lotus ...

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• 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 editor<br />

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

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

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

change the reviewer list and cancel the review cycle at any time prior to<br />

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 editors<br />

must approve or reject a document before anything else happens to it. If the<br />

document requires a review cycle, the review must be complete before the<br />

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 be<br />

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

About manually archiving documents<br />

When a document has progressed through its life cycle and is no longer<br />

needed for regular and instant access, you can archive the document’s<br />

content to an external storage facility where it can be easily recalled.<br />

Archiving large, “out of date” documents frees space for your current<br />

<strong>Domino</strong>.<strong>Doc</strong> documents.<br />

<strong>Doc</strong>uments can be manually archived if the “Allow manual archiving”<br />

option is set to “Yes” on the document type form. Otherwise, documents<br />

can be automatically marked for archiving by the “Mark for Archive”<br />

agent, based on criteria entered in the document type definition.<br />

50 <strong>Domino</strong>.<strong>Doc</strong> User Guide

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