Document Status & History

Managing the life-cycle of your documents is even easier when you utilize AgencyRoot’s new Document Status functionality.

Types of Document Status

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

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

   

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

1. To review the documents history select the 3 dot action item next to the document and select “History”