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    • How do we move an Approved Document from Draft to Draft Approved when we do not have the Draft Approved Option?
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    How do we move an Approved Document from Draft to Draft Approved when we do not have the Draft Approved Option?

    • Forum|Forum|1 year ago
      October 24, 2024
    • 2 replies
    • 216 views

    K
    Thinker
    Forum|alt.badge.img+2
    • Kim Jacobs
    • Thinker

    In the Q-Pulse Documents desktop version we are having trouble moving an approved document from Draft to Draft Approved. The document has actions on it that need completed in the Document Approved phase. We only have to option to move the document to Active. How do we fix this issue?

    Best answer by Kim Jacobs

    Yes the document used an approver template.

    We ended up deleting the document and creating a new document and it worked fine then.

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      Adam Trigg
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      Forum|alt.badge.img+2
      • Adam Trigg
      • Thinker
      • Forum|Forum|1 year ago
        November 19, 2024

      Have you ensured that the draft document has used an approval template which requires the ‘Draft Approved’ stage to be used? The approval template needs the highlighted statement to be ticked first (see picture). Without this selected, the option for draft approved won’t be available in the actions list (from my experience) 

       

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        K
        Thinker
        Forum|alt.badge.img+2
        • Kim Jacobs
        • Author
        • Thinker
        • Best answer
        • Forum|Forum|1 year ago
          November 19, 2024

        Yes the document used an approver template.

        We ended up deleting the document and creating a new document and it worked fine then.

          • Like

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