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Document lifecycle explained (draft → approved → reviewed)

DocumentsAll usersVerified 15 Sep 20261 min

Draft

A newly uploaded document may start as a draft if approval is required before it becomes visible more broadly.

Approved

Once an approver signs off, the document becomes the current, approved version.

Reviewed

Approved documents can carry a review schedule — being reviewed doesn't change its approval, it just confirms the content is still current.

Only one version is "current" at a time; older versions remain accessible in the document's history.

Walkthrough video

Every step above, performed once in a demo organisation.

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