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Custom Status
HOW DO I CONFIGURE CUSTOM STATUS AND UPDATE THOSE STATUSES IN DASHBOARD?
Custom Status allows you to configure additional statuses. Once the document reaches the Completed status, the document status can further be changed using custom status settings.
Step 2: On the top right corner, click on your profile image and then click on the ‘Settings‘ menu
Step 3: Click on the “Custom Status” option under Admin settings
Step 4: You will be navigated to the Custom Status page, click on the “Create New” button.
Step 5: You will now be able to see a Status field where you can enter the status you would like to configure. E.g., Ready to Print, Printed, Delivered etc. You can also select the “Trigger Email” checkbox if you want to send an email to the recipients as a notification of status change. You can add multiple recipients by using commas
Step 6: Once you have configured the status click on the “Add” button., you will see them listed on the custom status page. Enter your email ID and check the box Trigger Email
You can also edit by clicking on the icon under the Actions column.
Now, the admin or internal user can navigate to the Dashboard “Completed” tab, where the Custom Status icon will be displayed. Upon clicking the custom status icon, the user will see a list of statuses configured.
Click on View button under the Actions column
Select Custom Status option and update.
Admin or internal user can select the status from the dropdown and click “Apply”. The changed status will be displayed in the “Custom Status” column under the completed tab in the Dashboard.
Last modified 2mo ago