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Create New Status Category


CLM enables you to create new status categories to manage corresponding statuses under a category. Status categories are displayed on the dashboard.

To add a new status category:

  1. Click Contracts Status, and click Add New
  2. Enter a Name for the Status Category. For Example, In Review or Approved.
  3. Click Change Color and select color to distinguish each status category.
  4. List of Statuses displays statuses that are added to the status category. Click on a status to update details. 
  5. Select Sort to organize the display order of the status categories. The status categories appear is the selected order on the dashboard.


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