Authoring controlled documents
This section is intended for authors of controlled documents. The work normally takes place in a controlled documents library in a teamsite (but also see Alternative ways of creating controlled documents).
Who is allowed to author and approve (if approval is needed) is set up in Omnia admin under Document management. See this for more information on defining author permissions: Document Mmanagement settings
When a team site has been set up for controlled documents authoring, the following will be available for Ccntrolled document authors:
A documents library for controlled documents.
A send for comments workflow.
A publish workflow.
A tasks list.
Workflow history.
Document history for drafts.
Document history for the published editions.
Options for relating to other documents.
Options for relating to processes (if Process management is activated).
Options for creating a new draft from a published document.
Options for unpublishing a published document.
In a teamsite set up for controlled documents authoring, a library, usually called just “Controlled documents”, is available here:
In the controlled documents library, authors can find three tabs:
Drafts is used when creating and editing drafts for new controlled documents or when updating an existing document for a new edition. Note that there are several options available for creating a new draft document, see below.
Tasks (if shown) is a list of tasks for the documents – either for review or for publication – both active and finished.
Published display all published document in this controlled documents library. When a document is published it is removed from Drafts and is available on this tab. Here the options for creating a new draft, unpublishing and document history are available, together with a number of additional options.
Most headings can be used to sort a list.
Select section for more information: