Create and Edit Document Status Categories for the Document Register

Document Register | Create and Edit Document Status

Purpose

From the Document Control Panel, you can create and manage Document Status categories. These categories are used to classify and organise documents when uploading them to the Document Register.

Consideration

  1. Only Administrators can create and modify categories in Control Panel

Steps

1. Access Document Status Settings

On the far right, the cog will take you to control panel.



Click on Document Register and select Status.


2. Create Document Status Categories

Click on the New Status button.

Enter the new status name and click Save.



3. Delete a Category

To Disable a Category, click on the category then Options and select Delete.


Info
Note that this will not delete the Status, but prevent any future entries from being classified under this category.

4. Restore a Category

To restore a deleted status, toggle the Deleted button and click Restore icon inline with Status.