Change a document’s status from the detail view
Use the inline status control on a document’s detail row to quickly update its workflow status without opening the full editor.
This guide is designed for project manager.
Steps
Step 1: Open the document detail view
Navigate to the relevant document and open its detail view so you can see the unified action row at the top of the page.
Step 2: Locate the status dropdown control
In the action row, find the status control showing the current status label beside a coloured dot and a chevron icon.
Step 3: Open the list of available statuses
Select the status control to open the dropdown menu and review the list of status options available for this document type.
Step 4: Choose the new status
Select the desired status option from the menu; the control will ignore selections that match the current status.
Step 5: Wait for the status to be saved
After you select a new status, wait while the inline spinner shows that the change is being saved, then confirms with the updated label and dot colour.
Step 6: Check for disabled status changes
If the control appears disabled, hover or check your permissions, as you will not be able to change the document status until access is granted.
Related Tasks
Last updated: 2026-06-26