Document Actions
3.
Document Workflow
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The Document workflow applies to all Document types: Engagements, Files, Pages, Images, and Links. This workflow has the states: Active, Review, Reviewed, Completed and Archived. Generally, Documents will go through the five states in that order, but other orders are also possible.
Documents are initially in the Active state. If Reviewers are assigned, one of the Preparers or Engagement Managers may then transition the Document to the Review state. If no Reviewers are assigned, the Review and Reviewed states do not apply. In this case, an Engagement Manager would move the Document at some point to the Completed state. It is also possible, even when Reviewers are assigned, for an Engagement Manager to move the Document directly to the Completed state, if they feel it is appropriate.
From any given state, other than archived, it is possible to retract a Document back to Active. For example, if a Preparer transitions a Document from Active to Review, that Preparer, or another user with sufficient permissions, may later determine the document is not, in fact, ready for review, and may move the Document back to the Active state. See the Detailed Security section for specific information. Once Documents enter the archived state, they can not be transitioned out of this state.
Documents, as well, cannot be transitioned from one state to another when they are set as read-only.