Setting document status

How to set document status on your Conformio account

Step 1 – Accessing project Files section

To change a file’s status, please access the project where the file is uploaded and navigate to the Files tab.

Setting document status - Support Center
Accessing project Files section on Conformio.

Step 2 – Opening a file from the project Files list

Once you are on the project, you can navigate to the file you need and click on it. Conformio will open the file preview.

Setting document status - Support Center
Opening a file from the project Files list on Conformio.

Step 3 – Setting document status from file preview

On Conformio, you can set your own customized statuses to handle documents, and with that, your own document workflow.

Once you are on the file preview, please click on the Document status drop-down option. This will open the selection of available document statuses you can choose from. Default document statuses are:

  • Draft – Document is a work in progress. Not ready for any kind of review.
  • For review – Document is ready for a review.
  • For approval – Document has been reviewed and sent for approval.
  • Approved – Document is completed and approved.
Setting document status - Support Center
Setting document status from file preview on Conformio.

Step 4 – Apply settings to save the changes

Don’t forget to Apply settings to the document, before exiting.

 

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