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5. Choose the status of the document.

There are 5 default status types.

  • Draft - Only visible to the person who created the form.
  • Open - Used for the active part of a workflow. Any form in an open status is tracked by the system and will appear in the Hotlist of the action person.
  • Closed - Used for the Workflow end. When a form moved to closed status it will be removed from the action person's Hotlist.
  • Cancelled - Used to remove a Draft Form.
  • Initiated - Optional interim status that a Form sits in between being issued and opened by the action person. Good for starting the workflow as soon as the form is viewed.

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