Creating Document Statuses
From the SmartSolve Portal Page, click the
Home tab
.
In the Setup and Policy section, click
Setup
.
In the Document Management section, click
Document Status
.
Result:
The Document Statuses list window is displayed.
Click
Action > Add
.
Result:
The Document Status entry window is displayed.
Enter the name of the new secondary status in the
Status
field.
Click the drop down arrow and select the appropriate primary status:
INWORKS
- Select INWORKS if the new status will be before the document becomes CURRENT.
CURRENT
- Select CURRENT if the new status will be after the document is made CURRENT and before the document is expired.
Click the
Save
button.
Result:
The new document status has been added and the Document Statuses list window is displayed.
See Also
Document Statuses
Document Setup
Friday, March 20, 2020
12:36 PM