Documents

Changing the Status of a Document

Learn how to change the status of a document.

Changing the Document Status

A document can be assigned one of three statuses:

  1. Awaiting Feedback

  2. Changes Requested

  3. Approved

To change a document's status, click on Set Status in the upper right-hand corner of the document's page and select the status you would like.

Once the status is changed, a new Status Tag will be added to the document.

Additionally, once you change the status of a document, an email and in-app notification will be sent to all other teammates who have permission to view the document.

To learn more about notifications, click here.



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