The Project Status is determined by the Project Step Workflow. Each Project Step will contain a series of Status'.
How a Project moves between Steps and Status' is determined by the Project Step Workflow defined in the Project Template.
Status names may be customized to match the details of your custom process.
Approval Workflow Required
If a Step has "Workflow approval required" checked at a Project Template level the user will be presented with the following workflow tools.
Save and close: Allows a user to save and close at anytime. Letting them pick up where they left off.
Preview: The Preview button allows a user to generate a draft Document at anytime.
Share: Allows a user to Invite internal or external collaborators to review and edit or add to the info already provided in the Step.
Finalise: Download a finalised version of your contract.
They will also display the following Statuses
New: A Project Step that has not yet started.
Draft: A Project Step has started and is in progress.
Awaiting Review: A Project Step that shows the user that the step has been shared with a contributor who has not yet finished their contribution.
Final: A Project Status that is generated after the necessary approvals have been provided.
Approval Workflow not required
If a Step has the workflow approval required checkbox blank at a Project Template level the user will only have the following workflow:
Save and close: Allows a user to save and close at anytime. Letting them pick up where they left off.
Preview: The Preview button allows a user to generate a draft Document at anytime.
Finalise: Download a finalised version of your contract.
They will also only see the following Statuses at each Step
New: A Project Step that has not yet started.
Draft: A Project Step has started and is in progress.
Final: A Project Status that is generated after the necessary approvals have been provided.
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