Changing the status of a document
This article is valid for the integrated Document (DC010) menu. To access the article valid for the old menu, click here.
Prerequisites
- User with the Cancel control enabled in the security of the document.
- Access to the File > Document (DC010) menu.
Introduction
After being created, a document can be cancelled or released.
The same steps are used to finish a contract (documents of the contract type), regardless of the revision step it is in.
See how to change the status of a document:
Changing status
1. Access the Document (DC010) menu.
2. Locate the desired document and right-click on it.
3. Click on the Change status option that will be displayed.
4. Confirm the system message to continue.
5. In the Select status field, choose the action to be performed: Cancel document, Release document, or Finish contract.
6. Then, enter a justification for the status change.
7. Click on the Save button.
- If there are copies of the document in use, it is necessary to cancel them to continue.
- This action cancels the document in its entirety, not just the revision.
Conclusion
Thus, the document status has successfully changed.