(Dansk version)

A case status describes the case's current state - for instance, awaiting, active, closed or locked. By default DocuNote offers a number of case statuses that can be assigned to files. In addition to the default statuses, it is possible to create custom statuses. For details, see Documents and Cases - Document- and case statuses (Administrator guide)

A case's status can be changed in the following ways:

• On the case's Properties form;
• Via context menu.

Assigning/changing status on the file's Properties form

1. Open the case's Properties form.

2. Select the desired case status in the system field Case status.

   

   <aside> 💡

   Tip:

   • By clicking the icon to the right of the dropdown menu, the Status history window is displayed, where changes can be viewed and exported. </aside>

3. Save the changes.

<aside> ⚠️ Please note:

• This method requires that the system field Case status can be found on the case metaform (see Metaforms designer) </aside>

Assigning/changing status by right clicking the case

Right-click the case, hover the mouse over Change status and select the desired status.

<aside> 💡 Tips:

• It is also possible to assign/change a case's status via a shortcut to the case. (See Cases - Create shortcuts for more about case shortcust.)
• It is possible to assign/change the status of a number of cases at once by selecting the cases in the explorer panel (fx by holding shift while left clicking different cases) and then using the right-click method for assigning/changing status. </aside>