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.

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   The status field open on a document details page with the list of statuses to pick from

   screenshots/documents/update-a-documents-status/status-field.png

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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   Several register rows selected with the bulk actions bar showing Download, Update status, and Delete

   screenshots/documents/update-a-documents-status/bulk-selection.png

2. 2

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

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   The Update status dialog open over the register with a status chosen for the selected documents

   screenshots/documents/update-a-documents-status/bulk-update-status.png