How do I configure custom status and update those statuses in dashboard?
Custom Status allows you to configure additional statuses. Once the document reaches Completed status, the document status can further be changed using custom status settings.
Step 1: Login to www.emsigner.com using your Admin User Name and Password
Step 2: On top right corner, your profile image will be present. On clicking the same, “Settings” menu will be displayed
Step 3: Click “Settings” menu. You will find “Custom Status” option under Admin settings. Click the same
Step 4: You will find Status field where you can enter the status you would like to configure. E.g., Ready to Print, Printed, Delivered etc.,
Step 5: You can also select “Trigger Email” checkbox if you want to send an email to the recipients as a notification on status change. You can add multiple recipients by using commas.
Step 6: Once the above statuses are configured, you will see the statuses in the list page. Same can be edited using edit icon in Actions column. You will have option to delete also.
Now, admin or internal user can navigate to Dashboard à “Completed” tab, where Custom Status icon will be displayed. On click of custom status icon, user will see the list of statuses configured in “Custom Status” settings
Admin or internal user can select the status from the dropdown and click “Apply” button. The changed status will be displayed in “Custom Status” column in completed tab list page.