Document Statuses Page

Overview

Use this page to add and configure document statuses.

Screen Elements

Add (Ins) button

Creates a new entry in the current table.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the Grid View.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Add: Creates a new item.

Delete: Removes the selected item permanently.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement.

Name field

The name of the document status.

Download link

Enables you to download the currently displayed data as a Microsoft Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.

Getting Here

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Documents and click Document Statuses.

Related Topics

About Document Categories and Statuses

Creating Document Categories

Creating Document Statuses



Last Published Wednesday, July 10, 2024