Document Status

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A document status represents the state of the document’s applicability. 

Add a document status

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Statuses” menu under “Lists”.
  4. Select the “Document” menu.
  5. Select “Add” to add a document status.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the document status name.
      • The system will not allow document statuses with duplicate names.
    • Description*: Enter a description of the document status.
    • External Identifier: Enter the unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Please note that the description field is required for this type of data record.

Manage statuses

  1. Locate the document status record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all documents with this status.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the document status.
    • Download the document status definition for import into another database.
    • Delete the document status. You may delete statuses only when they are not in use at any record.
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