Index


1  How to change state from the web portal

2  How to undo the last state change from the web portal

3  How to change the state of several documents at the same time form the web portal


1

How to change state from the web portal


To change the state of documents from the web portal you need to open the document details by clicking the blue "i" button in the left hand margin and clicking "Change state".



Selecting "Change state" will open the process map window. In this window you need to select the state you want to change the document to, and once you have completed this action close the window by clicking the x in the top right hand corner.




1

How to undo the last state change from the web portal


To undo the last state change, open the process map and select the option "Undo the last state change" in the bottom left of the window.



Undoing the last state change will return the document to its previous state.



How to change the state of several documents at the same time on the web portal


From the list of results you can change the status of several documents at the same time.


To be able to advance documents in groups, the documents must belong to the same category and be in the same origin state.

In the case of "Undo the last state change" the documents can belong to different categories or be in different states.

To change the status of several documents at the same time, select the documents from the list of results by checking the check that appears on the left and, keeping the selection, open the options of the "More" button in the button bar.



Selecting "Change status" opens the window of the state diagram to select the state to which the documents will go.



For more information on how to change the status of the documents click here.