Update Document Status
By assigning different status to your document, you gain a clear overview of where each document is in your workflow. This not only helps you track progress which documents are awaiting action, but also keep your documents organized and easily searchable.
Quick Receipt provides a simple and effective way to do this by allowing you to easily update document status. Now, let’s explore the two methods for updating document status.
Updating Status Directly from the Document
It is ideal when you’re working with a specific document and need to update its status.
- In the document list, find the document you want to modify and open it.
- Switch to the “Private” Tab.
- Within the “Private” Tab, you’ll see the current status of the document.
- Click on the dropdown menu and choose the appropriate status for the document.

- After selecting the new status, click the [Save] button to apply the change.
Updating Status from the Document List (Bulk Update)
It is perfect for updating the statuses of multiple documents simultaneously.
- In the document list, select the documents you want to update.
- Right-click on any of the selected documents.
- A popup menu will appear. From this menu, select the “Change Status” option.
- A list of available statuses will be displayed. Choose the status you want to apply to all the selected documents.

- The status of all selected documents will be updated instantly to your chosen status.
Prefer to Watch? See the Full Tutorial Below
This video covers all the details mentioned in the article, giving you a complete visual walkthrough from start to finish.
Video Tutorial: Update Document Status