Document status reasons are predefined reasons with which you justify changing the status of a document, so you do not have to retype them every time.
Click Main menu / Settings / System settings / Document status reason. Above the list you will find the New, Open and Delete buttons. The table columns are ID, Name and Default. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. On the Actions tab enter the Name and set whether the reason is the Default (Yes/No). Use Save to save, or Close to close the window without saving.
Select the row you want to remove, click Delete and confirm the action.
For the default reason choose the most frequently used one, so in most cases you do not have to select it separately.
The following fields are available when editing a reason.
| Field | Required | Description |
|---|---|---|
| Name | The text of the reason, at least 2 characters long. | |
| Default | Yes or No: sets whether the reason is selected by default. |
With them you record predefined reasons that justify changing the status of a document.
If you choose Yes, the reason is selected by default, so you do not have to select it separately.
As many as you need. Each one appears in the list with its ID and name.
Yes, select the row, click Open, rewrite the name and save.
The menu item is located under Main menu / Settings / System settings. If you cannot see it, you probably do not have permission, so ask your administrator to enable it.
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