Add a status to your plan/file

To add a status to a selected plan or file, follow the steps below.

Step 1:  Go to documents and click on a folder

Go to your project documents and click on a folder.

Step 2:  Select a file

Hover over a file and click on the checkbox to the left-hand side of the document code to reveal the bottom toolbar.

Step 3:  Select a status

Click on the "STATUS" button on the bottom toolbar and select a status for your file from the dialog.

Note: you can add a custom status by clicking on the "ADD" button on the top-right hand side of the "Set Status" dialog.

Example: "ADD" button in "Set status" dialog