Skip to content
English
Ask a human
  • There are no suggestions because the search field is empty.

Publish a draft document

In this article:

Learn how to publish draft documents in Logiqc.

When documents are imported into the Documents register, they are imported as drafts. The next step is to publish them. There are two options available for publishing draft documents: use Quick publish to approve and publish, or submit documents to the Manage stage of the workflow.

Once all documents in the Draft tab have been progressed, the Draft tab will no longer appear.

When documents are imported into the Documents register, they are imported as drafts. The Draft documents tab is only available as part of the Document import service provided by Logiqc.

Once all documents in the Draft tab have been progressed, the Draft tab will no longer appear.

Q: Who can Quick publish a document?

A: You must be the Document owner to Quick publish a document.

Q: Why use Quick publish instead of the workflow?

A: Quick publish approves and publishes documents immediately, without progressing them through the workflow. This is useful when publishing large volumes of documents, as it prevents the creation of hundreds of 'Manage Document' tasks.

Q: What happens when I select Submit instead?

A: Submitting generates a Manage Document task for the assigned Document manager.


Before you start

Check the following:

  • The Draft documents tab is only available as part of the Document import service provided by Logiqc. See Importing documents to learn more.
  • You must be the Document owner to Quick publish a document.

Choose how to publish

Quick publish Approves and publishes documents immediately, without progressing them through the workflow. You must be the Document owner.
Submit to the Manage stage Sends the document through the workflow by generating a Manage Document task for the assigned Document manager.

Quick publish

  1. Open the draft document.
  2. Complete the details page (learn more about how to complete the details page).
  3. Click Quick publish.
Tip: Using Quick publish approves and publishes documents immediately, without progressing them through the workflow. This is useful when publishing large volumes of documents, as it prevents the creation of hundreds of 'Manage Document' tasks. After publishing, you can use Bulk edit to reassign and recode as required.

Submit the document to the Manage stage

  1. Open the draft document.
  2. Complete the details page (learn more about how to complete the details page).
  3. Select Submit. This will generate a Manage Document task for the assigned Document manager.