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How do I change the document status to Approved, Queried, Rejecte...

Table of Contents :

How do I change the document status to Approved, Queried, Rejected, Reviewed?

1. Login to your account using the username and password provided.  
2. Hover over the Commercial Management tab.  
3. Hover over the Asset Management Centre tab and Click on the Monthly Reporting tab.  
4. Go to Manage By field and Select Manage By Date from List.  
5. Select Client from list. It will load listing records into grid by default.
6. Go to grid and Click on the view icon. It will open a new window.  
7. Go to Document for which you want to change the document status.  
8. Select document status that you want to keep for that document.  
9. Click on the SAVE button.  

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

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  1. Lauren Partridge

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