Update a Document Status
Learn how to update a document's status in QuoteCloud to accurately reflect its current stage in the document workflow.
Steps to update a document status
Locate the document
Find the document whose status you want to update from your Documents list.Open the document options menu
Click the ellipsis ( ... ) button beside the document to display additional actions.Select Update Document Status
From the available menu options, click Update Document Status to open the document settings window.Open the status dropdown
In the Document Settings window, locate the Document Status field and click the dropdown menu.Choose a new status
Select the desired status from the available options, such as Creating, Sent, Accepted, Paid, or Lost.Save your changes
Click the Save button to apply the new document status and update the document record.
FAQs
What is a document status in QuoteCloud?
A document status indicates the current stage of a document within its workflow, helping users track progress and outcomes.
How do I change a document's status?
Open the document options menu, select Update Document Status, choose a new status, and click Save.
Where can I find the Update Document Status option?
The option is available within the document actions menu accessed through the ellipsis (...) button beside a document.
What statuses are available in QuoteCloud?
Available statuses may include Creating, Sent, Accepted, Paid, and Lost, depending on your workflow configuration.
Why should I update document statuses?
Updating statuses helps maintain accurate records, improve reporting, and provide visibility into the progress of documents.
Does changing a document status affect the document content?
No. Updating the status only changes the workflow classification and does not modify the document itself.
Can I change a document status more than once?
Yes. You can update the status whenever the document progresses to a new stage.
What happens after I save a new status?
The selected status is applied immediately and becomes visible throughout QuoteCloud where document statuses are displayed.