This article applies to:

Product: SurePrep

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.

Select FileRoom
, then Admin
.

Select Account Setup
, then Custom Status
.

Select New Custom Status
.

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).

note

You can't add custom statuses with the same name as SurePrep-defined statuses.