How to Change a Documents Status

Navigate to the Document Tracking Page

Select Document

  1. Locate the user whose document status needs to be changed. The search bar located above the document tracking table can be used to assist in finding the user.  
  2. Click on the table row associated with the user. This will open an expanded table content page and allow you to view the selected user's documents.
  3. Find the document that has the status that needs to be changed. 
  4. After finding the document, click on the expand button at the right side of the documents table row.

Change Status

  1. After the selected document is opened click the Change Status button. Clicking this button will activate a dropdown menu. This menu has two status options, Approved and Reviewed. 
  2. Click on Approved or Reviewed to update the status of the document. 
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