Creating Document Statuses

Create document statuses to identify the current status of work products and documents within a project.

To create a document status:

  1. On the "" Navigation Menu, expand "" Administration and click Enterprise Data.
  2. On the Enterprise Data page, expand Documents and click Document Statuses.
  3. On the Document Statuses page:
    1. Click "" Add.
    2. In the Name field, double-click and type a name.
    3. Click Save.

Tip:

  • To change a status type, double-click it, then type a new name. The change applies to all projects to which the document is assigned.
  • To change the order in which a document status is displayed, select it, then click "" Context and select Move Up or Move Down.