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| Note |
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Keep in mind these suggestions are just a typical workflow, but that the process within your agency might call for a slightly different workflow. Agents wanting to only store final documents in AgencyRoot can ignore the status field or key them as Complete / Final and skip the other steps. |
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Managing Document Status
You can select the initial Document Status when you originally upload your document
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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