How do I add, modify or remove a document state?

Note: Only document states which are not currently in use can be modified or removed.

From the Configuration Panel:

  1. Select 'Groups' from the 'Select an Application to Configure' section
  2. Click the 'Manage Document States' link

To add a new document state:

  1. Click the 'add new document state' link at the top of the list
  2. Complete the form
  3. Click the 'Add New State' button

To change an existing document state:

  1. For the document state you wish to change, click the 'manage' link from the 'Action' column
  2. Make desired changes
  3. Click the 'Save' button

To remove an existing document state:

  1. For the document state you wish to remove, click the 'manage' link from the 'Action' column
  2. Click the 'Remove' button