Reviewing and publishing drafts by others

Reviewing and publishing drafts by 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.
To know how to write post for others, refer to this guide.

Involved roles

  • Drafter: Responsible for creating the initial version of the content.
  • Final Author: Reviews the drafter’s content before publishing.
 

How to give permission for someone to draft posts for you

  1. In Feeds, select Drafts from the left menu.
  2. Go to Manage section and click Grant permission.



  3. In the pop-up, click Add Drafter.



  4. Select the people for whom you'd like to give the drafting access for and click Grant permission.



    Upon granting access, the list of drafters will be shown on the page.

Notes
You can add multiple drafters.
If you'd like to revoke the drafter access, click the trash icon in the Actions section and remove access to that person.
 

How to review the posts drafted for you by others

To review posts submitted to you,
  1. Go to Feeds.
  2. In Drafts section, move to the Final Author tab.
  3. Click Review in the Actions column.



  4. While reviewing, you can either request changes or post the draft.

    To request changes:
    1. Click Request Changes on the left side.



    2. Describe the changes you need and click Submit.

         
        
      To post the draft:
    3. Click Continue to Post on the right.

        

    4. Make any desired changes, select a wall, and click Share to publish the draft.

        

InfoIf you’ve requested changes, you can view the draft under the Final Author tab with the Changes Requested status.

 

How to review the drafts you requested changes for

Once you request changes on a draft, the drafter will be notified. They’ll make the necessary updates based on your feedback and resubmit it for your review.
To review the resubmitted draft:
  1. Go to the Final Author tab.
  2. Click Review on the draft you requested changes for.
  3. Review the post.
    1. Click Continue to post to publish
    2. Click Request Changes to ask the drafter for revisions.

Notes
You can request changes as many times as you want.
I hope you found this guide useful! For any queries or assistance, contact us at support@zohoconnect.com. We're happy to help you