Set-up
Tudodesk back office
What's this for?
How to update the document status.
What you should know
When you update the status of a document, you might trigger an automated event. For example, an automated event might send a copy of an invoice when you mark it as sent or notify a customer when a job is ready.
Steps
When viewing a document
Click the relevant status in the status bar at the top of the document.
If required, you can provide a note or comment.
Click Update status.
When in list view from the batch menu
When in board view or segment view, check the job(s) to update by checking the left side check box.
Select Batch on the top menu bar.
Select Update status.
Select the desired status from the drop-down
If required, you can provide a note or comment.
Click Run.