How to add a status

15 STEPS

1. The first step is to open Document Intelligence and click Admin Gear.

2. Click Status

3. Click ADD STATUS

4. Click Status name

5. Type a new status name.

6. Click a corresponding color.

7. Click Save

8. With your mouse, click and drag the status, then drop it in the desired order.

8b. Drop

9. To change an existing status, click Edit

10. Click the status name.

11. Type in a new name or add a new color.

12. Click Save

13. To remove a status, click Delete

14. Click Delete

15. That's it. You're done.

Here's an interactive tutorial