Document Status

You can change the status of a document in your Document Manager with the Change Document Status button   on the top toolbar. To assign a new status color to one or more documents, select document(s) in the Document Manager and then click the button and choose from the drop-down list. In the column on the right side, where you can also see the status list, you can add three of your own status types in the empty boxes at the bottom. If you have created your own status buttons, you will see them in the drop-down list when you click the Change Document Status button.

Notes:

• You can also change the status of a document by clicking the Change Document Status button on the bottom toolbar from within an open document.
• A recipient will see an automatic change to “Submitted” status for documents that have been submitted to them.