Manage the organizational document lifecycle
Approve, publish, unlock, export, or permanently delete an organizational document.
Open the Projects Hub, choose the project, and open its organizational document. Active Platform and Autopilot Organizational Documents licenses and project access are required. Changes require project Contributor, Admin, or Owner access; Readers can read and download an export. See access and licenses.
Change the lifecycle and understand locks
Use the document's lifecycle control to choose an available destination. Review the consequence screen before confirming. The lifecycle includes Draft, In review, Approved, Published, Superseded, and Retired.
Before approval or publication, add an Owner stakeholder and save nonblank content in at least one section. Approval also requires nonblank signature evidence in the confirmation. If Sorena rejects the action, complete the missing record or content and try again. You do not have to visit every lifecycle status in a fixed sequence.
Approving records approval evidence and locks the details and section text. Publishing marks the document as published and protects it against edits. Superseded marks it as replaced; retired takes it out of use while keeping it for reference. Locking transitions require acknowledgement.
Returning an approved, published, superseded, or retired document to Draft releases the lifecycle lock but deletes the approval record, including its approver, date, and signature evidence. That record is not restored by moving forward again. Moving from Retired to Draft, In review, Approved, or Published clears the retirement date; moving to Superseded retains it. To preserve a published version's approval, create its replacement and mark the old document superseded instead.
For a manual lock, ask a project admin to review it. Read the lock notice before trying to edit. Reading and exporting remain available. When a scheduled review is complete, use the review-completion action when offered; it schedules the next review date.
Export or permanently delete
Choose Export, then Download Markdown for a copy on your device. Contributors can also save Markdown to the project drive: choose a destination, check the collision choice, and save. Review the Saved to the project drive result and open the saved file when needed.
To delete the document, choose Delete document from More document actions. Wait for the deletion preview and inspect the related records it lists: sections, stakeholders, references, control mappings, requirement links, and activity events can be removed with the document. Enter the displayed document name exactly, then choose Delete document permanently. Deletion stays unavailable if the preview fails or is blocked. Keep or export the document instead while you resolve the reported reason.