Resetting a Document Workflow

To unpublish or demote a document to the Draft stage, the administrator must manually start the Reset to Draft workflow.

When the workflow is initiated, the following events occur:

  • The lifecycle status of the document is set to Draft
  • The workflow status is set to Reset to Draft
  • The source document and the PDF rendition are undeclared a record
  • The version of the document is set to the next minor version

To reset the document to draft, perform the following:

  1. Select Access Workflow Details and Actions from the NextDocs menu
  2. Click Start New Workflow
  3. Click Reset to Draft
  4. Click Start Workflow