Change Document Status
As a document is processed, the status is updated:
- Draft: The document is editable by authorized users.
- Review: When the draft is completed, the status is changed to review, limiting the users who can edit the document.
- Final: When the document is finalized, the status changes to final, and further editing is prohibited.
When you change the status of a document, several actions occur:
- An event is created. Changing the document's status to either review or final will, by default, generate a new event in the event chronology. To view the event, select Events for this document.
- If you selected to notify users, a notification message is sent to the users' inbox.
Update Document Status
- Click the document icon for the student, and then click the document link.
- In the Set Document menu, select to change the status of the document.
Select the new status.
To include a comment in the recorded event or a notification message, enter a comment.
- To send a message to users to notify them that the status was changed, specify their User IDs.
- Click Accept.
Changing Status of Multiple Documents
To change the status of multiple documents at once for a student, security and compliance verification checks will be performed.
- On the Documents tab, click More..., and then select the status.
- In the column between the document name and Status columns, you can select the documents for which you want to change the status (eligible documents are highlighted in yellow).
- Click the button at the top of the page corresponding to the change you want to make.
- Review the information in the dialog box, and click Close.