- View New Draft Documents

Viewing New Draft Documents

For every type of document, once the ‘Create’ button is clicked, the screen should refresh and display the new document in draft state. At this stage, the document is not released to the general users as access to draft documents is restricted by permissions. It is possible to edit any of the information within the draft document using the edit pencil icons.
Details on editing documents in draft state are provided in the user guide, Create, Edit & Publish New Versions of Documents. Some basic information is provided below:

Draft Document with Viewable Source File

When the source file is a plain Word™ (’.doc’ or ’.docx’), RTF or PDF format file, it will be viewable at the bottom of the General tab.

Draft Document with Non-Viewable Source File

If other file formats are uploaded, like Excel™ (.xlsx) or Word™ files with macros (.docm), a preview won’t be available and instead of the link, Download Document Preview (which produces an uncontrolled PDF copy with watermarks), a link to download the original file is provided (e.g., Please click here to download the policy as shown in the example below).

Every uploaded source file gets assigned a reference number by the system. This reference is displayed in the lightbox which appears when the link, View All Uploads for this version of the document, is clicked.

Reviews Tab

The source file reference number is also used to specify which source file was reviewed or authorised in the logs under the Reviews tab.

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