Defining a status on a document (life cycle)

This article applies to BOOST EMPOWER GUEST (free) licenses

Purpose of the article

To track your documents, Cooperlink allows you to create a document status, called a lifecycle. This status uses the principle of a task but more intimately linked to the document.

Want to assign a task?

The lifecycle defines the status of the document. For all other tasks, go to Ajouter une tâche sur un document.

Create a lifecycle

Select the document and open the information drawer. Then click the button corresponding to the life cycle.

Fill out the form

Fill out the form:

A name is automatically assigned to the life cycle*
Add a description
Assign the document to users or partners
Set a deadline

Then validate.

(*) required field