Add a custom status

Adding a custom status can help you track the progress on your clients' binders. You can mark binders with a custom status that can be viewed from FileRoom.
Follow these steps to add a custom status. 
  1. Select
    FileRoom
    , then 
    Admin
    .
  2. Select
    Account Setup
    , then 
    Custom Status
    .
  3. Select
    New Custom Status
    .
  4. When a new row appears, enter a status name in the
    Status
    field (for example, Verification Complete, In Review, Pending Information, Partner Review, On Extension, Done).
  5. Select 
    Save
    to save the new status. Select
    Cancel
    to close without saving.
  6. Once you save your custom status, you can adjust the display order using the arrows in the 
    Display Order
    column.

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