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Preliminary / Incomplete

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Out for Signature

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Awaiting My Signature

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Pending Approval

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Complete / Final

Each Status type is partnered with a colored icon for better description of action.

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Managing Document Status

  1. You can select the initial Document Status when you originally upload your document

  2. You can edit a Document Status by selecting the 3 dot action item next to the document and selecting Edit

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Reviewing Document Status History

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