Use Document Status to streamline document review!
In any document or image, users may assign an individual document status. There are 3 options:
- Accept - locks the document, preventing anyone but the case manager from making changes
- Pending Review - default status upon upload
- Need Clarification – Document has been reviewed and requires follow up
To assign a status, from any Document Info page, hover over the hamburger icon (...) next to a document, then select the status.
To see a document's status, click on the document's "expand" link in the checklist: