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Update a document's status

Change a document's status so everyone on the project knows exactly where it stands, whether it's still a draft or ready to use.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the status menu​

On the document, select "Change status" to open the menu and see its current status.

Open the status menu

Step 2: Check the current status​

Look at the label on the button (for example, "For Review" or "Current") to confirm where the document stands right now.

Check the current status

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

For a document someone uploaded, pick the right option from the menu, such as "Draft", "For Review", "In Progress", "Approved", "Rejected", or "Archived".

Set a new status for an uploaded document

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

For a document created in the system, pick from options such as "Draft", "Pending Validation", "Valid", "Current", "Superseded", or "Archived".

Set a new status for a generated document

Step 5: Confirm the status has changed​

Close the menu and check the button now shows the new status you chose.

Confirm the status has changed

Step 6: Understand unfamiliar status labels​

If a document's status doesn't match one of the usual options, the system shows a plain-English version instead, such as "Pending Validation", so it's still clear what's happening.

Understand unfamiliar status labels

Last updated: 2026-07-04