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Configure document statuses for your project

Add or remove document statuses for an organizational project role on a project as required.

Users will have access to the document statuses available to the organizational project role assigned to their organization. They can modify this list to make only relevant statuses appear in their view of Aconex. If you lock the mail and document types for your project, however, users won't be able modify these settings.

You must be a Project Administrator to complete this task.

  1. Click the Setup button on the Module Menu, and then under Project, click Project Settings.
Setup Menu Project Setting
  1. Click the Mail/Documents Role Settings tab.
  2. Click the click the link for the organizational project role you want to edit.
Setup Project Setting OP Role Edit Link
  1. Click the Doc Statuses tab.
  2. Select the Show All checkbox to list all available document statuses, if required.
  3. Type a partial name in the search field above the Available Doc Statuses list to filter the list.
Setup Project Setting OP Role Create Filter Doc Status
  1. To add document statuses to the role, double-click each status you want to be available for this role in the Available Doc Statuses list.
  2. To remove document statuses from the role, double-click each status you want to removed in the Selected Doc Statuses list. Click the OK button to save your changes.
Setup Project Setting OP Role Edit Doc Status

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