Update a document's status

Change the status of one document from its details page, or update many at once with the bulk actions bar in the register.

1 min read

Statuses only help when they are kept up to date. Updating one document takes seconds, and the register can update a whole selection in one go.

Update one document

1. 1

   Open your project, then Files, then Document register, and click the document.

2. 2

   On the details page, click the status field and pick the new status. The change is saved and written to the change log.

Prefer a full page? The Update status page gives you the same change with room to review the document details as you go.

Update many at once

1. 1

   In the register, tick the checkbox on each row you want to change. The bulk actions bar appears.

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2. 2

   Click Update status, pick the new status, and confirm. Every selected document moves together.

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