1
Locate the document
Find the document whose status you want to update from your Documents list.
Update a Document Status
Learn how to update a document's status in QuoteCloud to accurately reflect its current stage in the document workflow.
Update a Document Status
Learn how to change a document's status in QuoteCloud to reflect its current progress and workflow stage.
Steps to update a document status
2
Open the document options menu
Click the ellipsis (...) button beside the document to display additional actions.
3
Select Update Document Status
From the available menu options, click Update Document Status to open the document settings window.
4
Open the status dropdown
In the Document Settings window, locate the Document Status field and click the dropdown menu.
5
Choose a new status
Select the desired status from the available options, such as Creating, Sent, Accepted, Paid, or Lost.
6
Save your changes
Click the Save button to apply the new document status and update the document record.
FAQs