You can assign document status codes to Status fields throughout Contract Management to indicate the progress or level of completion of a particular document. The items you enter in this list are accessible from a drop-down list in document Status fields. You can change these code abbreviations and descriptions to match your company standards, and add new codes to the list.
To add a new document status code:
Right-click on the top-level (All Projects) folder and choose Dictionaries, Status to open the Status Dialog Box.
In the Acronym column, enter the abbreviation for the new document status. You can enter up to four characters.
In the Description column, enter a description of this status item. This description should be easily distinguishable from the others to avoid confusion.
From the Type Name drop-down list, select the appropriate status type.
From the Color drop-down list, select a color to represent the status.
From the Move Below drop-down list, select the location below which you want to insert the definition.
Click Save and Close to save the new code. The new document status code is now available for use in your projects.
