How to manually update stages of your x.doc document?
Introduction
Managing the stages of your x.doc document is crucial for tracking its progress and maintaining control over its status. Here's how you can manually update the stages of your x.doc document:
Updating Document Stages
Move Between Stages: On the x.doc document, you can drag your document from one stage to another.
Move to Sent, Viewed, Accepted, and Declined Stages: While moving the document to the Sent, Viewed, Accepted, and Declined stages, you will receive a notification that 'you are moving your document to the stage. You cannot undo this action.' Click on the 'Yes, I am sure' option. The client will not receive any mail regarding this manual stage change.
Move to Draft from Sent and Viewed Stages: You can move your document back to the draft stage from the Sent and Viewed stages. You will receive a notification that 'This contract will be made void, and your clients will be informed about the same. Further, it will be moved back to the draft stage where you get back the editing rights.' Click on the 'Move to Draft' option.
Cannot Move from Accepted to Draft: You cannot move your document from the Accepted to the Draft stage. If you try to do so, you will receive a notification that 'You cannot move an already accepted document to another stage. If you want to reuse this document, please make a copy.'
Move from Declined to Draft: You can move your document from the Declined stage back to the Draft stage. You will be notified that 'This document will be moved back to the draft, where you will get back the editing rights.' Click on the 'Move to Draft' option.
Managing the stages of your x.doc document is crucial for tracking its progress and maintaining control over its status. Here's how you can manually update the stages of your x.doc document:
Updating Document Stages
Move Between Stages: On the x.doc document, you can drag your document from one stage to another.
Move to Sent, Viewed, Accepted, and Declined Stages: While moving the document to the Sent, Viewed, Accepted, and Declined stages, you will receive a notification that 'you are moving your document to the stage. You cannot undo this action.' Click on the 'Yes, I am sure' option. The client will not receive any mail regarding this manual stage change.
Move to Draft from Sent and Viewed Stages: You can move your document back to the draft stage from the Sent and Viewed stages. You will receive a notification that 'This contract will be made void, and your clients will be informed about the same. Further, it will be moved back to the draft stage where you get back the editing rights.' Click on the 'Move to Draft' option.
Cannot Move from Accepted to Draft: You cannot move your document from the Accepted to the Draft stage. If you try to do so, you will receive a notification that 'You cannot move an already accepted document to another stage. If you want to reuse this document, please make a copy.'
Move from Declined to Draft: You can move your document from the Declined stage back to the Draft stage. You will be notified that 'This document will be moved back to the draft, where you will get back the editing rights.' Click on the 'Move to Draft' option.
Updated on: 11/25/2024
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