Managing the life-cycle of your documents is even easier when you utilize AgencyRoot’s new Document Status document status functionality.
Types of Document Status
Each Status type is partnered with a colored icon for a better description of the action.
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Examples of workflows to utilize document statuses:
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Keep in mind these suggestions are just a typical workflow, but and 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
You now have the ability to view the history of a document including the changes in status, the date and time of the updates, as well as “Viewing Version”; viewing any previously uploaded documents. Refer to the Documents page for more details on replacing documents with newer versions
To review the documents history of the document select the 3 dot action item next to the document and select “History”
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