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 :doc:`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 page for more information on defining author permissions: :doc:`Document Mmanagement settings ` When a team site has been set up for controlled documents authoring, the following will be available for controlled 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: .. image:: controlled-documents-77.png In the controlled documents library, authors can find three tabs: .. image:: controlled-documents-library-77.png + **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 available) 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. Available columns can be set up in many ways. You see one example in the image above. Select section for more information: .. toctree:: :titlesonly: working-with-drafts/index working-with-published-documents/index working-with-tasks/index send-for-comments/index publish-approval-workflow/index read-and-understood/index related-documents/index alternative-create/index unlocking-locked-documents/index