Drafting posts for others

Drafting posts for others

Feature availability


Overview
This feature in Zoho Connect allows you to draft posts on behalf of someone else in your network. This is especially helpful when you're writing for a leadership role or for other team members when writing announcements, updates, or internal posts.
 

Who can use this?  

Only users with permission can create drafts for other users.
 
Involved roles
  • Drafter: Responsible for creating the initial version of the content.
  • Final Author: Reviews the drafter’s content before publishing.
 

How to create a draft post for others

  1. In My Feeds, write your post in the editor and click the Draft For option below your name.



  2. In the dropdown, select the author for whom you're writing the post for and click Submit draft.


The draft will now be available for the selected user to review and publish.
Notes
On submitting the draft, the Final Author will review the content and either post it or request changes.

Where can you find the posts you've drafted for someone else?

To view the drafts you wrote for someone else:
  1. Go to Feeds.



  2. Click Drafts in the left extended menu.
  3. Go to the Drafter tab to view the list of drafts you've submitted for others.



  4. They can edit, preview, and publish the post from there.
 

How to revise a draft with requested changes

When the final author requests changes in your draft, you can revise the draft from the Drafter section.
To do so:
  1. On the Drafts page, go to the Drafter tab.
  2. Click the Edit icon to the draft where the final author has requested changes.
  3. In the pop-up, click Edit to make changes.



  4. Click Submit draft to send it for approval.
 
To remind the final author to review your draft,
  1. Click the three dots icon under the Actions column on the Drafter page.
  2. From the dropdown, click Remind author to review.

Info
The author will be notified immediately.

To delete the draft, click Delete from the dropdown.


To learn how to review posts drafted by others, refer to this guide.
 
We hope you find this guide useful! For any feedback or questions, contact us at support@zohoconnect.com. We're happy to assist!