DocFort User Guide
How to Manage your Review Workflow (Approval Status).
Manage the approval status in your review workflow. Configure your organization’s status to suit your needs.
To manage the status, follow the steps highlighted below.
To manage the status, follow the steps highlighted below.
See the image below for reference.
Once clicked a dropdown menu housing a few options would be displayed.
- Select the “More settings.” option in the menu.
See the image below for reference.
- Once selected, the Advance Settings menu would then be displayed.
- Proceed to Click on the “Approval Status” key, there you can create and manage all user access.
- To add new a new status,
- • Select the “New” button to open the pop-up screen to begin the process.
- • Fill in the new status title and Click on “Add”.
- • Add as many statuses as you want to at a single turn.
- • Select “Create” to complete the creation process.
- • Change the Logo to suit your company’s needs.
See the image below for reference.
To Edit existing Status,
- • Select the status to animate the “Edit” button.
- • Click on the edit button to begin the editing process.
- • Cancel out the selected status and re-title the status.
- • Add more status if needed.
- • Select “Update” to complete the process.
See the image below for reference.
To delete a status,
- • Select on the status you want to delete to animate the “Delete” button.
- • Once the status is selected, Click on the “Delete” button to delete the status.
- • A confirmatory pop-up screen appears to validate the deletion of the selected status.
- To successfully remove the user from the user management page, Click the “Delete” button on the confirmation screen.