Document Status

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Document Status

The document status feature, in its simplest form, is used to indicate the status of any document. You can assign document status (in processes, draft, complete) to all items (cabinet, folder or a file). Document status can be applied when adding a new document, creating a new version of a document or from simply from a documents right click menu.  

 

Document statuses can be used to manage revisions of documents and also add a visual reminder to follow up on items in some way. It is also possible to automatically bring about accessibility changes to a document when its status changes.

 

 

 

This session covers:

 

Customize Document Status

Assigning Document Status

Clearing Document Status

 

Note: New “Document Status” Feature replaces the old Flag system

 

 

doc_securitySecurity:

You will be able to apply document status only on those cabinets, folders and files on which you have 'New Version/Check out' security rights.