Overview

In many companies, statuses are assigned to documents and cases to classify them.

DocuNote supports this widespread practice and contains a series of pre-defined statuses that can reflect relevant system settings and can be adjusted to your needs.

In addition, you can add your own custom statuses with a set of properties applied.

Once the status is assigned (Documents - Assigning document status), you can easily filter and organize documents and cases by applying custom views.

<aside> 💡 Tip:

• It is possible to use 'status' criteria to narrow down your search for respective documents and cases.
• Learn more about Documents and Cases - Filters. </aside>

Finding settings

Before you start using document and cases statuses, please check if appropriate permissions are set up:

1. Click DocuNote to access Backstage panel
2. Double click System setup
3. In the left navigation panel switch to Roles and Permissions*.*
4. Click Roles and edit the Module Role*.*
5. Check if the following permissions are enabled under the Document and Cases module.

Working with default statuses

By default, there are 5 available document statuses (Locked, Published, Signed, Draft, Obsolete) and 3 case statuses (Active, Suspended, Closed,).