{"id":15204,"date":"2025-07-16T18:19:33","date_gmt":"2025-07-16T18:19:33","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=15204"},"modified":"2025-07-16T18:25:34","modified_gmt":"2025-07-16T18:25:34","slug":"draft-documents-2","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=15204","title":{"rendered":"Draft Documents"},"content":{"rendered":"<h1>How to Save and Finalise Draft Documents<\/h1>\n<p><div class=\"guideSection\" id=\"\">Finalising a Document<\/div><br \/>\nThere are 2 different ways to finalise your document:  <\/p>\n<ul>\n<li>Completing and finalising your document without saving as a draft at the time you originally create or <\/li>\n<li>Finalising your document after it has been saved as a draft. <\/li>\n<\/ul>\n<ol type=\"a\">\n<li>After you have completed your letter, it can be finalised immediately using Save and Finalise.  This letter will go to the Document Signing screen for the clinician to sign (in the View dropdown menu at the top of the screen) <\/li>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-save-and-finalise-1024x552.png\" alt=\"\" width=\"1024\" height=\"552\" class=\"alignnone size-large wp-image-15252\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-save-and-finalise-1024x552.png 1024w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-save-and-finalise-300x162.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-save-and-finalise-768x414.png 768w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-save-and-finalise.png 1451w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><br \/>\n&nbsp;<br \/>\n<div class=\"infoSection\"><i class=\"fa fa-info-circle\" style=\font-size:3rem\"><\/i>  If you have been made a signing clinician in the admin portal you can select yourself as the signing clinician from the right side menu. This will replace the \u2018Save and Finalise\u2019 button with \u2018Sign and Send\u2019. <\/div><\/p>\n<li>If documents have been Saved as Draft they need to be retrieved from Draft Documents  <\/li>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-saved-as-draft-b.png\" alt=\"\" width=\"873\" height=\"88\" class=\"alignnone size-full wp-image-15251\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-saved-as-draft-b.png 873w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-saved-as-draft-b-300x30.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-saved-as-draft-b-768x77.png 768w\" sizes=\"auto, (max-width: 873px) 100vw, 873px\" \/>\n<\/ol>\n<p><div class=\"guideSection\" id=\"\">Draft Documents<\/div><br \/>\nAll documents in <strong>Your<\/strong> Draft Documents are displayed.  These are documents that <strong>have not been signed\/sent<\/strong><\/p>\n<ol>\n<li>Check the Finalised Column for the Finalisation status:  <\/li>\n<ol type=\"a\">\n<li>If a document has not been finalised it will display with a <b style=\"color: red;\">x<\/b> <\/li>\n<li>If a document has been finalised but not signed by clinician it will display <b style=\"color: green;\">\u2713<\/b> <\/li>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalised-column-1024x254.png\" alt=\"\" width=\"1024\" height=\"254\" class=\"alignnone size-large wp-image-15253\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalised-column-1024x254.png 1024w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalised-column-300x74.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalised-column-768x191.png 768w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalised-column-1536x381.png 1536w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalised-column.png 1680w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<\/ol>\n<li>Select the document to be edited\/finalised <\/li>\n<ol type=\"a\">\n<li> the document can be Reassigned, Finalised or Rejected.  To finalise the document, select Finalise <\/li>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalise-saved-letter-1024x548.png\" alt=\"\" width=\"1024\" height=\"548\" class=\"alignnone size-large wp-image-15254\" srcset=\"https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalise-saved-letter-1024x548.png 1024w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalise-saved-letter-300x161.png 300w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalise-saved-letter-768x411.png 768w, https:\/\/training.nuth-itt.co.uk\/wp-content\/uploads\/2025\/07\/dd-finalise-saved-letter.png 1484w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<\/ol>\n<\/ol>\n<p>&nbsp;<br \/>\n<div class=\"warnSection\"><i class=\"fas fa-exclamation-circle\" style=\font-size:3rem\"><\/i>  Documents that have been finalised <strong>HAVE NOT BEEN SIGNED AND WILL DISPLAY IN THE CLINICIAN DOC SIGNING TAB<\/strong><\/div> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Save &#038; Finalise a Draft Document<\/p>\n","protected":false},"author":10,"featured_media":1657,"parent":2037,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"detailed-guide.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[14,15],"tags":[],"class_list":["post-15204","page","type-page","status-publish","has-post-thumbnail","hentry","category-erecord","category-powerchart"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/15204","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=15204"}],"version-history":[{"count":15,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/15204\/revisions"}],"predecessor-version":[{"id":15258,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/15204\/revisions\/15258"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/2037"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/1657"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=15204"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=15204"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=15204"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}