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
- 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.
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.
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