Unapprove a component in a project

When you're working in a project where you've collected components, you easily can let other reviewers know that a component has gone back to a draft form by giving it an unapproved state.

To edit an approved component, you must unlock it by opening the right-click or Options menu and selecting Unapprove.

To unlock a component, you must have at least one of the following roles or permissions:

  • Be an administrator.
  • Non-admins must be added to the Content Browser's can_unapprove module property.

Otherwise, you see the Unapprove option as greyed out and unavailable.

A content owner or administrator can set permissions to deny access to components or folders. If your permissions to content has been blocked and you are not an administrator, you cannot use the Unapprove option in a project's Content pane.

If a user is an administrator or has been added to the Content Browser's can_unapprove module property, that user can unapprove components in the following places:
  • Content Browser — from the right-click menu, the Options menu, and the Selected components panel
  • Projects — from the right-click menu, the Options menu, and the Selected components panel

After you Unapprove the component, it returns to the Draft state.

  • The system lock is removed.
  • Any previously attached e-signatures for approval remains part of the component's history.

Unapprove one component

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, all projects in your organization are listed.
    To find a specific project, you can:
    • Filter the list of available projects by words in the project name. In the Search text box, enter a keyword, and then click search_button the magnifying glass.
    • Filter the list of available projects to include only those you own or are participating in. In Type, select an option to filter the list by that criteria.
    • To include completed projects in the list, select Include Completed and then click search_button the magnifying glass.
  3. To open one project, select the project and double-click it.
    You can also open a project by:
    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  4. In the Content pane, select the component you want to unapprove.

    You can quickly see all components in the Content pane by clicking expand all.

  5. Right-click the component, and then select Unapprove.

    You must be an administrator or be added to the Content Browser's can_unapprove module property to unlock the component.

    Otherwise, you see the Unapprove option as greyed out and unavailable.

  6. On the confirmation screen, click Yes.

    Results:

    • The components are unapproved and removed from the Selected Components panel.
    • In the Content pane's components list, you'll see a blue pencil icon next to the lock icon for the unapproved components.

To unapprove multiple project components

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, to open a project, double-click it.

    You can also open a project by clicking the Options menu and selecting Open.

  3. In the Content pane, click expand all .
  4. Select the checkboxes for the approved components you want to unapprove.

    You will see one of the following approved icons next to an approved component:
    • If no signature is required: a green checkmark .
    • If a signature is required: an e-signature icon .
  5. In the Selected Components pane, click the More menu and then select Unapprove components.

    You must be an administrator or be added to the Content Browser's can_unapprove module property to unlock the component.

    Otherwise, you see the Unapprove option as greyed out and unavailable.

  6. On the confirmation screen, click Yes.

    Results:

    • The components are unapproved and removed from the Selected Components panel.
    • In the Content pane's components list, you'll see a blue pencil icon next to the lock icon for the unapproved components.

To see Approval signatures

Any previously attached e-signatures for approval remains part of the component's history when you Unapprove a component.

  1. Right-click the component and select Details...
  2. On the Component Details screen, select the History tab.
  3. You can see the e-signature details in the two new columns: eSigned By, and Signed Date.