Document Workflow & Approvals

Task 3: Set Stages’ Properties

In this task, you will set properties for each of the six stages.

First, click the Stage named “Draft”. Doing this will change the Canvas’ right menu. Use the right menu to set the Stage’s color to yellow. Keep the other Stage properties deactivated (unticked).Click on the remaining Stages and modify the properties as follows:

1. To Be Reviewed
   • Set color to purple
2. Managers Confirmation
   • Set color to dark pink
3. Ready For Signature
   • Set color to blue
   • Activate Send deadline reminders
   •  Activate Lock document editing
4. Executed
   • Set color to green
   • Activate Send deadline reminders
   • Activate Lock document editing
5. Expired
   • Set color to red
   • Activate Lock document editing