Document Statuses

Document Statuses

All documents have statuses that determine the work flow for that particular type of document. If a document does not have a visible status then it is considered to always have a status of Draft. There is a generic set of statuses that represents a generic work flow, but since not all documents have the same work flow, not all statuses are valid for all documents. Fields and buttons on a document can be affected by the status of a document. For example, the Print button is not visible until a document is successfully saved for the first time, and most fields on a document are usually read only when the status is Final. To move a document from one status to another, you update the Status field and click the Save button.


Status
Description
Draft
The initial status, which indicates that the document is still being worked on.
Proposed
Initial review status, not used by most organizations.
Reviewed
Secondary review status, not used by most organizations.
Completed
Indicates that all changes for a document are complete.
Provisional
Document has been signed, but additional signatures are required.
Signed
Document has been signed by everybody required.
Approved
Document has been approved by a clerk or administrator.
Posted
Document is waiting to be submitted somewhere, not used by most documents.
Submitted
Document has been submitted to some authority, not used by most documents.
Exception
Some authority has a problem with the document, not used by most documents.
Tentative
The document has been accepted but not confirmed, not used by most documents.
Final
No further work to be done on the document.