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Update a document status

Use the status control to review and update the current status of an uploaded or generated document.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the document status menu​

Select the "Change status" button on the document to open the status menu and view the current status.

Open the document status menu

Step 2: Review the current document status​

Check the status label shown on the button (for example, "For Review" or "Current") to confirm the document's present state.

Review the current document status

Step 3: Choose a new status for an uploaded document​

For uploaded documents, select the appropriate option such as "Draft", "For Review", "In Progress", "Approved", "Rejected", or "Archived" from the menu.

Choose a new status for an uploaded document

Step 4: Choose a new status for a generated document​

For generated documents, choose from options such as "Draft", "Pending Validation", "Valid", "Current", "Superseded", or "Archived" to update its status.

Choose a new status for a generated document

Step 5: Confirm the updated status​

After selecting a status, close the menu and check that the button now displays the new status label.

Confirm the updated status

Step 6: Understand unmapped status values​

When a raw system status does not match a predefined option, the control automatically displays a human-readable version such as "Pending Validation".

Understand unmapped status values

Last updated: 2026-06-26