Document Actions
4.
The Active State
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The Active state is the initial state for Documents. It indicates that the Preparers are preparing the Document, but the DMS-level review is not yet ready to begin. While an Engagement is in the Active state at the DMS level, it may proceed through a number of stages at the Working Papers level, such as Initializing, Planning and Performing. These are not currently tracked by the OpenEngagement DMS, but will be in future releases.