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Document statuses

A document can have various statuses:

The illustration shows possible statuses of a document (when the approval was successful, "Under Approval" is replaced with "Approved")


StatusMeaningPossible actions under edit fields
Newnewly uploaded documentchange status to "editing", "under approval", "locked"
Editing

document that needs to be updated or newly approved

concerning possible actions, it's like a "new" document

change status to "under approval" / "approved" (if no approval is in action), "locked", "new"
Under Approvaldocument waits for approvalapprove or reject document
change status to "editing", "locked"
Approveddocument is automatically set on "approved" when it passed "under approval".
A document with "no approval" setting can be manually set on "Approved"
change status to "released", "editing", "locked"
Released

published document, available in end user portal

only available for approved document

change status to "locked"
Locked

document is not accessible to readers / end user portal

If release validation expires, a document is automatically set on "locked".

Locked document needs to be newly approved before being released again.

change status to "editing"



Flowchart of status changes

The different options can be generally shown in one flowchart. Depending on the approval processes, the elements "Under Approval" and "Approved?" can be passed fast or slowly.

The release process is described here.


The illustration shows the general possible changes of document status. The green arrows show the main process flow to get released documents.