[v4.50] Working with drafts

Contents

Sometimes it may be necessary to save a job while creating it. It may be that you do not yet have all the information or that you have to interrupt the job creating process. MOXIS offers the option of saving jobs as drafts for this purpose.

1. Working with drafts in MOXIS 4.50

You have various options for creating and managing drafts. This article shows you the options available to you when working with drafts.

1.1. Saving a draft in MOXIS

As soon as you upload a document while setting up an order in MOXIS, the [Save as draft]-button (see figure 1) is activated. When you click on it, you will automatically be redirected to the draft folder.

1.2. Options for managing drafts in the draft folder

In the draft folder, you have various options for managing drafts (see figure 2). In addition, you are provided with a detailed view of the individual drafts.

(1) User and document: Here you can download the respective document and see at a glance who created the job (see figure 2 [1]).

(2) Creation date (filter): You can filter documents by creation date (see figure 2 [2]), namely by

• Creation date (ascending)

• Creation date (descending)

• Expiration date (ascending)

• Expiration date (descending)

(3) Search: Click on the arrow to display the search (see figure 2 [3]). Here you can search for specific criteria:

• Order no.

• Document

• Category

• Received since

• Received until

• Process name

(4) Discard draft: Use this option to delete a draft (see figure 2 [4]).

(5) Apply draft: Clicking on Apply draft (see figure 2 [5]) opens the order creation page and you can complete the order as usual. The draft remains stored in the draft folder until it is sent.

(6) Detailed view: In this area you will find all the details about the individual jobs (see figure 2 [6]).

1.2.1. How to customise drafts

If you wish to customise your draft, please click on Apply draft (see figure 2 [5]). The job overview will now open with the corresponding details. Please make the appropriate changes and then click on the [Update draft]-button (see figure 3 [1]).

1.3. Exiting the draft editing mode

If you wish to exit the draft editing page without saving, a window will appear on the screen (see figure 4). You then have three options for continuing:

(1) [Stay on page]-button: Clicking on this button will take you back to the order and you can continue working on it (see figure 4 [1]).

(2) [Save Draft] /[Update Draft]-button: This button saves or updates the job in your Drafts, depending on whether you have just started a new draft or are revising an existing draft (see figure 4 [2]). In either case, you will be navigated back to the overview page.

(3) [Leave Page]-button: This option discards the current draft (see figure 4 [3]).

Select the option that is appropriate for you and continue as usual.