Document Status

Within the Document Status section, administrators can add, edit, or delete statuses that can be assigned to documents. They can also define the final status that a document receives upon approval. This section displays the list of status names currently configured for document.

Add Document Status

To create a new doucment status, follow the steps below.
  1. On the Document Statuses page, click +Add.
  2. Enter a status name into the newly added field.


Edit Document Status

To edit the doucment status, follow the steps below:

  1. Select the newly added status and click Edit.
  2. Make the necessary changes to the status name.

Delete Document Status

To delete document statuses, follow the steps below:
  1. Select a status and click Delete from the top menu bar.
  2. Click Yes on the confirmation pop-up.


Configure Final and Rejected Status

To configure the final and rejected status, follow the steps below.
  1. Click on the Final Status dropdown and select a value.
  2. Click on the Rejected Status dropdown and select a value.


  3. Click Save once the values are statuses are selected.