Dossier States
In this section, you can define an internal lifecycle for the dossiers linked to the dossier template. In case you do so, the following applies to the user level: The Dossier Owner can set or change the dossier status via the dossier list.
How to get there:
User menu > Settings > Dossier Templates > Select dossier template > Dossier States
Defined dossier states
What can you do?
First, click the New State button.
The Create Dossier State dialog opens.
Complete the dialog form. You can now rank the dossier states and thus determine in which order they will be displayed in the Dossier Owner's drop-down menu. To do so, specify a rank for each dossier state.
Click the Save State button to complete the process.
How to edit a dossier state.
Hover over the list of dossier attributes and stop on the state you would like to edit or delete.
The Edit and the Trash icons appear on the right.
Click the Edit icon.
The Edit Dossier State dialog opens. It is very similar to the "Create New Dossier State" dialog.
Save your changes.
Edit or delete dossier state
To delete, simply click the delete button. RedactManager will then inform you about the number of documents that will be affected, and you can decide whether you want to change the state to another dossier state.