Submit a document for approval

User roles: KCS I

Once you have created a draft knowledge document, you submit it for review and approval.

To submit a document for approval, follow these steps:

1. Create a document and save it as a draft.
2. Open the draft document from Knowledge Management > Draft Documents.

3. Click Submit.

   The document is submitted for approval and its status changes to triage. The document will appear in the Pending Documents queue. Depending on the document quality, the approver takes further actions. For example:

   • Click Add Feedback to add feedback or additional information to the document.
   • Click Submit for Revision to send the document for further revision.
   • Click Publish Internal or Publish External to publish the document internally or externally.
   • Click Retire to retire the document.

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Related concepts

Knowledge Management profiles
Knowledge groups
Managing document categories
Using the Pending Documents queue

Related tasks

Create a knowledge document