Assetas support

Document Status

The document status represents the state of the document's applicability.

Add a new document status | Manage statuses | Related topics

Icon Light 500px.png
Assetas support
  1. Expand the "Configuration" menu on the sidebar navigation. 

  2. Expand the "Lists" menu under "Configuration".

  3. Expand the "Statuses" menu under "Lists".

  4. Select the "Document" menu.

  5. Select "Add" to add a document status.

  6. Populate the fields.  Data fields with an asterisk (*) are required.

  7. Select "Save" upon completion.

Add a new document status
 
Basic Information

Please note that the description field is required for this type of data record.

Populate the following fields:

  • Name*: Enter the document status name.   

  • Description*: Enter a description of the document status.

 
  1. Locate the Document Status menu under "Configuration", then "Lists", then "Statuses".

  2. Select the appropriate button to the right of the status name under the Action menu:

    • Edit:  This button will allow you to edit the details of the status.

    • Download: This button will download the document status definition for importing into another database. 

    • Delete: This button will delete the document status. Note that you will not be able to delete a document status that is assigned to any documents.

Manage statuses
Related topics