Document Status & History

Owned by Daniel Hein
Last updated: Jul 02, 2021 by Hunter Hollinger

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 a better description of the action.

Examples of workflows to utilize document statuses:

  • Use Preliminary / Incomplete for unsigned documents or initial drafts that need review.

  • Use Out For Signature when the insured needs to sign a document. This can be used with digital signatures or when you physically mail something for a signature to remember that it is out and pending.

  • Use Awaiting My Signature when a document has been received but needs to be signed by the agent. Agencies utilizing separate processing personnel can use this to indicate to the agent that something is waiting on their signature as well.

  • Pending Approval can be used for internal agency approval processes where those apply, or for documents that have an AIP or RMA approval process associated with them. Examples might be Beginning Farmer & Rancher or Written Agreements. Agencies that have a second person review acreage reports or schedules of insurance can also utilize this status for an internal review.

  • Complete / Final indicates the document has no further action items and that it is complete for storage.

Keep in mind these suggestions are just a typical workflow, 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.

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 https://agencyroot.atlassian.net/wiki/spaces/AS/pages/118030359 page for more details on replacing documents with newer versions

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