Editing the Submittal Status Workflow

Overview

In this article, you will learn how to edit an existing submittal status for your company's workflow. 

Locating the Submittal Workflow Settings

Your company's submittal workflow settings are located within the main Settings screen under the Submittal Workflow link. Note: The options available in the Settings screen may vary depending on your currently assigned security role. 

Editing the Status Workflow

Your submittal workflow can be configured to either provide the widest options for your recruiters to utilize or can be restricted to a specific flow of statuses that users must take to progress. 

In order to edit the flow of a status, you will need to edit the Target Statuses and Source Statuses associated with the individual status. This can be done by selecting the Edit button for a given submittal status. Marking each available status as either Hidden or Visible will alter the flow of the overall workflow in the account. Select the Save button to confirm your edits and apply the new flow changes. 

Note: For help with editing a submittal status, please refer to our guide: Submittal Status Edit