Drafts and Working Copies

Drafts and working copies are two ways to work on modifying pages before submitting them to the system, where it could be published before you are ready to.

Private Drafts

When you edit an asset, Cascade automatically saves a draft of your changes. Drafts can’t be shared or seen by other users. Drafts allow you to:

• Preview your changes before submitting them to the system
• Make multiple changes to an asset before submitting changes

Sharable Working Copies (Check Out / Lock Pages)

If you need to show your work to another person, such as your supervisor, you will need to check out the asset. This locks the asset from being changed by another person while it is checked out to you and creates a working copy. Working copies allow you to:

• Show your changes to an asset to another person without overwriting the current version
• Prevent another person from editing the asset and overwriting your work
• Transfer the lock and working copy ownership to another user with write access
• Work on a new version of a page without it being published

Once you have created a working copy, you can either discard your changes by breaking the lock or finalize and submit your changes by committing changes.

How to Create a Working Copy

1. Open the asset in the preview pane
2. Click More > Check-out/Lock

How to View a Working Copy

1. Open the locked asset in preview pane
2. Use the toggle to the left of the asset name in the upper left corner of the the preview pane to toggle between the current version of the asset and the locked version (your working copy)

How to Edit and Submit Changes to a Working Copy

1. Open the working copy in the preview pane
2. Click Edit to open the page builder to make changes to the page
3. Click Commit Changes to save your changes to the system

How to Discard Changes to a Working Copy

1. Open the working copy in the preview pane
2. Click Break Lock to discard changes made to the working copy

How to Transfer Ownership of a Working Copy

1. Open the asset in the preview pane
2. Click Reassign lock to another user
3. Choose the Cascade user by name to whom you want to assign ownership of the working copy

Note: You can reassign the locked asset back to yourself if needed by clicking “Reassign lock to another user” and choosing yourself in the Choose User right-hand sidebar.