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The Complete Document Life-cycle (01:12)


Three Stages of a Document Life-cycle (Basic)

At its simplest, the life-cycle of a document in PolicyStat progresses through three stages:

Arrow leading through Draft, Pending, and Active

  1. An Author/Owner creates a new Draft in PolicyStat by either importing a document from Microsoft Word or creates a new draft through the PolicyStat Editor. For more on creating a new policy document, see this article.

  2. When the draft is ready for review, the author/owner pends it for approval to begin the Pending phase and the Approval Workflow. See the graphic below for an example of an Approval Workflow, or for more information see this article.

  3. When the pending document completes the Approval Workflow, it becomes active and is searchable by any PolicyStat. 


Arrows showing policy moving to the next approver

 To view more about reviewing all historical versions of a document, see this article.


This article applies to the following user roles:

owner.png collaborator.png approver.png aeditor.png amanager.png siteAdmin.png

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