SlideShare a Scribd company logo
How-To:  Customization –  Draft Stages www.swingsoftware.com This tutorial describes creation of custom draft stages.  As the document goes on through the review/approval process it advances through several phases or draft stages. By default, the following draft stages are available:  Draft, Pending approval, Approved, and Rejected.  Now we will see how to add an additional draft stage in DocPublisher.
How-To:  Customization –  Draft Stages www.swingsoftware.com 1)  Click on the ‘Manage draft stages’ link in the Customization area.
How-To:  Customization –  Draft Stages www.swingsoftware.com 2)  Add the new draft stage here called ‘Pending QM review’. Note that you can add as many stages as needed (in which case each value should be in its own line).  3)  Describe the workflow guidelines here (which will be presented to a user when routing a document for review/approval). Click OK to save the new stage.
How-To:  Customization –  Draft Stages www.swingsoftware.com 4)  Now, when a new document is being routed for review/approval, the user can also save the document in the custom draft stage we just created.
How-To:  Customization –  Draft Stages www.swingsoftware.com 5)  In addition, note that all documents pending in the newly defined draft stage also appear in the ‘Drafts by stage’ view.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

More Related Content

More from SWING Software

IBM Notes/Domino Applications Report: Summary
IBM Notes/Domino Applications Report: SummaryIBM Notes/Domino Applications Report: Summary
IBM Notes/Domino Applications Report: Summary
SWING Software
 
Four Methods of IBM Lotus Notes/Domino Application Archiving
Four Methods of IBM Lotus Notes/Domino Application ArchivingFour Methods of IBM Lotus Notes/Domino Application Archiving
Four Methods of IBM Lotus Notes/Domino Application Archiving
SWING Software
 
Key Reasons to Extract Inactive Data from Lotus Notes
Key Reasons to Extract Inactive Data from Lotus NotesKey Reasons to Extract Inactive Data from Lotus Notes
Key Reasons to Extract Inactive Data from Lotus Notes
SWING Software
 
IBM Notes and Domino: Active vs. Inactive Data
IBM Notes and Domino: Active vs. Inactive DataIBM Notes and Domino: Active vs. Inactive Data
IBM Notes and Domino: Active vs. Inactive Data
SWING Software
 
Lotus Notes Application Retirement Planning
Lotus Notes Application Retirement PlanningLotus Notes Application Retirement Planning
Lotus Notes Application Retirement Planning
SWING Software
 
3 Keys to IBM Notes/Domino Data Export and Archiving
3 Keys to IBM Notes/Domino Data Export and Archiving3 Keys to IBM Notes/Domino Data Export and Archiving
3 Keys to IBM Notes/Domino Data Export and Archiving
SWING Software
 
Reporting from Lotus Notes
Reporting from Lotus NotesReporting from Lotus Notes
Reporting from Lotus Notes
SWING Software
 
PDF in Lotus Notes applications
PDF in Lotus Notes applicationsPDF in Lotus Notes applications
PDF in Lotus Notes applications
SWING Software
 
Mail Merge with Lotus Notes
Mail Merge with Lotus NotesMail Merge with Lotus Notes
Mail Merge with Lotus Notes
SWING Software
 
Office Integration for Lotus Notes Tutorial
Office Integration for Lotus Notes TutorialOffice Integration for Lotus Notes Tutorial
Office Integration for Lotus Notes Tutorial
SWING Software
 
16 Howto Collect Signoffs
16 Howto Collect Signoffs16 Howto Collect Signoffs
16 Howto Collect Signoffs
SWING Software
 
01 Docpublisher At A Glance
01 Docpublisher At A Glance01 Docpublisher At A Glance
01 Docpublisher At A Glance
SWING Software
 
15 Howto Customization Look And Feel
15 Howto Customization Look And Feel15 Howto Customization Look And Feel
15 Howto Customization Look And Feel
SWING Software
 
10 Howto Administer Docpublisher
10 Howto Administer Docpublisher10 Howto Administer Docpublisher
10 Howto Administer Docpublisher
SWING Software
 
01 DocPublisher at a Glance
01 DocPublisher at a Glance01 DocPublisher at a Glance
01 DocPublisher at a Glance
SWING Software
 
03 How To Create a Document - DocPublisher
03 How To Create a Document - DocPublisher03 How To Create a Document - DocPublisher
03 How To Create a Document - DocPublisher
SWING Software
 
DocPublisher - How To Install
DocPublisher - How To InstallDocPublisher - How To Install
DocPublisher - How To Install
SWING Software
 

More from SWING Software (17)

IBM Notes/Domino Applications Report: Summary
IBM Notes/Domino Applications Report: SummaryIBM Notes/Domino Applications Report: Summary
IBM Notes/Domino Applications Report: Summary
 
Four Methods of IBM Lotus Notes/Domino Application Archiving
Four Methods of IBM Lotus Notes/Domino Application ArchivingFour Methods of IBM Lotus Notes/Domino Application Archiving
Four Methods of IBM Lotus Notes/Domino Application Archiving
 
Key Reasons to Extract Inactive Data from Lotus Notes
Key Reasons to Extract Inactive Data from Lotus NotesKey Reasons to Extract Inactive Data from Lotus Notes
Key Reasons to Extract Inactive Data from Lotus Notes
 
IBM Notes and Domino: Active vs. Inactive Data
IBM Notes and Domino: Active vs. Inactive DataIBM Notes and Domino: Active vs. Inactive Data
IBM Notes and Domino: Active vs. Inactive Data
 
Lotus Notes Application Retirement Planning
Lotus Notes Application Retirement PlanningLotus Notes Application Retirement Planning
Lotus Notes Application Retirement Planning
 
3 Keys to IBM Notes/Domino Data Export and Archiving
3 Keys to IBM Notes/Domino Data Export and Archiving3 Keys to IBM Notes/Domino Data Export and Archiving
3 Keys to IBM Notes/Domino Data Export and Archiving
 
Reporting from Lotus Notes
Reporting from Lotus NotesReporting from Lotus Notes
Reporting from Lotus Notes
 
PDF in Lotus Notes applications
PDF in Lotus Notes applicationsPDF in Lotus Notes applications
PDF in Lotus Notes applications
 
Mail Merge with Lotus Notes
Mail Merge with Lotus NotesMail Merge with Lotus Notes
Mail Merge with Lotus Notes
 
Office Integration for Lotus Notes Tutorial
Office Integration for Lotus Notes TutorialOffice Integration for Lotus Notes Tutorial
Office Integration for Lotus Notes Tutorial
 
16 Howto Collect Signoffs
16 Howto Collect Signoffs16 Howto Collect Signoffs
16 Howto Collect Signoffs
 
01 Docpublisher At A Glance
01 Docpublisher At A Glance01 Docpublisher At A Glance
01 Docpublisher At A Glance
 
15 Howto Customization Look And Feel
15 Howto Customization Look And Feel15 Howto Customization Look And Feel
15 Howto Customization Look And Feel
 
10 Howto Administer Docpublisher
10 Howto Administer Docpublisher10 Howto Administer Docpublisher
10 Howto Administer Docpublisher
 
01 DocPublisher at a Glance
01 DocPublisher at a Glance01 DocPublisher at a Glance
01 DocPublisher at a Glance
 
03 How To Create a Document - DocPublisher
03 How To Create a Document - DocPublisher03 How To Create a Document - DocPublisher
03 How To Create a Document - DocPublisher
 
DocPublisher - How To Install
DocPublisher - How To InstallDocPublisher - How To Install
DocPublisher - How To Install
 

Recently uploaded

HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUHCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
panagenda
 
Choosing The Best AWS Service For Your Website + API.pptx
Choosing The Best AWS Service For Your Website + API.pptxChoosing The Best AWS Service For Your Website + API.pptx
Choosing The Best AWS Service For Your Website + API.pptx
Brandon Minnick, MBA
 
GraphRAG for Life Science to increase LLM accuracy
GraphRAG for Life Science to increase LLM accuracyGraphRAG for Life Science to increase LLM accuracy
GraphRAG for Life Science to increase LLM accuracy
Tomaz Bratanic
 
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with SlackLet's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
shyamraj55
 
Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |
AstuteBusiness
 
June Patch Tuesday
June Patch TuesdayJune Patch Tuesday
June Patch Tuesday
Ivanti
 
Digital Banking in the Cloud: How Citizens Bank Unlocked Their Mainframe
Digital Banking in the Cloud: How Citizens Bank Unlocked Their MainframeDigital Banking in the Cloud: How Citizens Bank Unlocked Their Mainframe
Digital Banking in the Cloud: How Citizens Bank Unlocked Their Mainframe
Precisely
 
Generating privacy-protected synthetic data using Secludy and Milvus
Generating privacy-protected synthetic data using Secludy and MilvusGenerating privacy-protected synthetic data using Secludy and Milvus
Generating privacy-protected synthetic data using Secludy and Milvus
Zilliz
 
Dandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity serverDandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity server
Antonios Katsarakis
 
Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
Jeffrey Haguewood
 
Best 20 SEO Techniques To Improve Website Visibility In SERP
Best 20 SEO Techniques To Improve Website Visibility In SERPBest 20 SEO Techniques To Improve Website Visibility In SERP
Best 20 SEO Techniques To Improve Website Visibility In SERP
Pixlogix Infotech
 
GNSS spoofing via SDR (Criptored Talks 2024)
GNSS spoofing via SDR (Criptored Talks 2024)GNSS spoofing via SDR (Criptored Talks 2024)
GNSS spoofing via SDR (Criptored Talks 2024)
Javier Junquera
 
dbms calicut university B. sc Cs 4th sem.pdf
dbms  calicut university B. sc Cs 4th sem.pdfdbms  calicut university B. sc Cs 4th sem.pdf
dbms calicut university B. sc Cs 4th sem.pdf
Shinana2
 
Presentation of the OECD Artificial Intelligence Review of Germany
Presentation of the OECD Artificial Intelligence Review of GermanyPresentation of the OECD Artificial Intelligence Review of Germany
Presentation of the OECD Artificial Intelligence Review of Germany
innovationoecd
 
Monitoring and Managing Anomaly Detection on OpenShift.pdf
Monitoring and Managing Anomaly Detection on OpenShift.pdfMonitoring and Managing Anomaly Detection on OpenShift.pdf
Monitoring and Managing Anomaly Detection on OpenShift.pdf
Tosin Akinosho
 
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...
saastr
 
Programming Foundation Models with DSPy - Meetup Slides
Programming Foundation Models with DSPy - Meetup SlidesProgramming Foundation Models with DSPy - Meetup Slides
Programming Foundation Models with DSPy - Meetup Slides
Zilliz
 
5th LF Energy Power Grid Model Meet-up Slides
5th LF Energy Power Grid Model Meet-up Slides5th LF Energy Power Grid Model Meet-up Slides
5th LF Energy Power Grid Model Meet-up Slides
DanBrown980551
 
Nordic Marketo Engage User Group_June 13_ 2024.pptx
Nordic Marketo Engage User Group_June 13_ 2024.pptxNordic Marketo Engage User Group_June 13_ 2024.pptx
Nordic Marketo Engage User Group_June 13_ 2024.pptx
MichaelKnudsen27
 
AWS Cloud Cost Optimization Presentation.pptx
AWS Cloud Cost Optimization Presentation.pptxAWS Cloud Cost Optimization Presentation.pptx
AWS Cloud Cost Optimization Presentation.pptx
HarisZaheer8
 

Recently uploaded (20)

HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAUHCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
HCL Notes und Domino Lizenzkostenreduzierung in der Welt von DLAU
 
Choosing The Best AWS Service For Your Website + API.pptx
Choosing The Best AWS Service For Your Website + API.pptxChoosing The Best AWS Service For Your Website + API.pptx
Choosing The Best AWS Service For Your Website + API.pptx
 
GraphRAG for Life Science to increase LLM accuracy
GraphRAG for Life Science to increase LLM accuracyGraphRAG for Life Science to increase LLM accuracy
GraphRAG for Life Science to increase LLM accuracy
 
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with SlackLet's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
Let's Integrate MuleSoft RPA, COMPOSER, APM with AWS IDP along with Slack
 
Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |Astute Business Solutions | Oracle Cloud Partner |
Astute Business Solutions | Oracle Cloud Partner |
 
June Patch Tuesday
June Patch TuesdayJune Patch Tuesday
June Patch Tuesday
 
Digital Banking in the Cloud: How Citizens Bank Unlocked Their Mainframe
Digital Banking in the Cloud: How Citizens Bank Unlocked Their MainframeDigital Banking in the Cloud: How Citizens Bank Unlocked Their Mainframe
Digital Banking in the Cloud: How Citizens Bank Unlocked Their Mainframe
 
Generating privacy-protected synthetic data using Secludy and Milvus
Generating privacy-protected synthetic data using Secludy and MilvusGenerating privacy-protected synthetic data using Secludy and Milvus
Generating privacy-protected synthetic data using Secludy and Milvus
 
Dandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity serverDandelion Hashtable: beyond billion requests per second on a commodity server
Dandelion Hashtable: beyond billion requests per second on a commodity server
 
Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
Salesforce Integration for Bonterra Impact Management (fka Social Solutions A...
 
Best 20 SEO Techniques To Improve Website Visibility In SERP
Best 20 SEO Techniques To Improve Website Visibility In SERPBest 20 SEO Techniques To Improve Website Visibility In SERP
Best 20 SEO Techniques To Improve Website Visibility In SERP
 
GNSS spoofing via SDR (Criptored Talks 2024)
GNSS spoofing via SDR (Criptored Talks 2024)GNSS spoofing via SDR (Criptored Talks 2024)
GNSS spoofing via SDR (Criptored Talks 2024)
 
dbms calicut university B. sc Cs 4th sem.pdf
dbms  calicut university B. sc Cs 4th sem.pdfdbms  calicut university B. sc Cs 4th sem.pdf
dbms calicut university B. sc Cs 4th sem.pdf
 
Presentation of the OECD Artificial Intelligence Review of Germany
Presentation of the OECD Artificial Intelligence Review of GermanyPresentation of the OECD Artificial Intelligence Review of Germany
Presentation of the OECD Artificial Intelligence Review of Germany
 
Monitoring and Managing Anomaly Detection on OpenShift.pdf
Monitoring and Managing Anomaly Detection on OpenShift.pdfMonitoring and Managing Anomaly Detection on OpenShift.pdf
Monitoring and Managing Anomaly Detection on OpenShift.pdf
 
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...
Deep Dive: AI-Powered Marketing to Get More Leads and Customers with HyperGro...
 
Programming Foundation Models with DSPy - Meetup Slides
Programming Foundation Models with DSPy - Meetup SlidesProgramming Foundation Models with DSPy - Meetup Slides
Programming Foundation Models with DSPy - Meetup Slides
 
5th LF Energy Power Grid Model Meet-up Slides
5th LF Energy Power Grid Model Meet-up Slides5th LF Energy Power Grid Model Meet-up Slides
5th LF Energy Power Grid Model Meet-up Slides
 
Nordic Marketo Engage User Group_June 13_ 2024.pptx
Nordic Marketo Engage User Group_June 13_ 2024.pptxNordic Marketo Engage User Group_June 13_ 2024.pptx
Nordic Marketo Engage User Group_June 13_ 2024.pptx
 
AWS Cloud Cost Optimization Presentation.pptx
AWS Cloud Cost Optimization Presentation.pptxAWS Cloud Cost Optimization Presentation.pptx
AWS Cloud Cost Optimization Presentation.pptx
 

15 Howto Customization Draft Stages

  • 1. How-To: Customization – Draft Stages www.swingsoftware.com This tutorial describes creation of custom draft stages. As the document goes on through the review/approval process it advances through several phases or draft stages. By default, the following draft stages are available: Draft, Pending approval, Approved, and Rejected. Now we will see how to add an additional draft stage in DocPublisher.
  • 2. How-To: Customization – Draft Stages www.swingsoftware.com 1) Click on the ‘Manage draft stages’ link in the Customization area.
  • 3. How-To: Customization – Draft Stages www.swingsoftware.com 2) Add the new draft stage here called ‘Pending QM review’. Note that you can add as many stages as needed (in which case each value should be in its own line). 3) Describe the workflow guidelines here (which will be presented to a user when routing a document for review/approval). Click OK to save the new stage.
  • 4. How-To: Customization – Draft Stages www.swingsoftware.com 4) Now, when a new document is being routed for review/approval, the user can also save the document in the custom draft stage we just created.
  • 5. How-To: Customization – Draft Stages www.swingsoftware.com 5) In addition, note that all documents pending in the newly defined draft stage also appear in the ‘Drafts by stage’ view.
  • 6.