Dossier states
The Dossier states tab allows you to define an internal lifecycle for the dossiers that apply the dossier template. The dossier owner can set or change the dossier state via the "Edit dossier" dialog. For further information on this, please see the User Manual: Edit dossier: dossier info.
How to get there:
User menu > Settings > Dossier templates > Dossier template > Copmponent rule editor
Defined dossier states
What can you do there?
Click New State.
The "Create Dossier State" dialog opens.
"Create new dossier state" dialog
Complete the dialog. You can rank the dossier states and determine in which order they will be displayed in the dossier owner's drop-down menu. To do so, specify a rank for each dossier state.
Click Save State to complete the process.
Hover over the list of dossier states and stop on the state you want to edit or delete.
The Edit and Trash buttons appear on the right.
Click Edit.
The "Edit dossier state" dialog opens. It is very similar to the "Create new dossier state" dialog.
Save your changes.
To delete, click Delete. DocuMine will then inform you about the number of documents that will be affected, and you can decide whether you really want to change the state.