When a document it is returned by the customer with a status that have "stage complete" and this is the last or only stage, the cards it is marked as complete:
Once a card it is marked as complete, there is no further workflow expected. If you are required to re-submit a completed card to the customer, the status must be reset to either X or NULL.
From the card list
To reset the status, navigate to Project Menu > Cards > Card List and click the pencil icon under "Tools". From the "Workflow ([Stage])" section, update the doc status to either:
- X - if the existing file should be re-submitted
- NULL - if a new version of the file is required
Note: If the card has gone through several stages, resetting the status to "NULL" will prompt you to confirm whether to restart the entire stage workflow (from the first stage), or restart the current stage only.
From incoming documents
If a new version of the file needs to be submitted, the status can be reset from the incoming documents page (Project Menu > Cards In/Out > Incoming Documents). To do this, upload the file and assign it to the completed card. From the "Workflow ([Stage])" section, click the "Reset to X status" button.
Note: If the card has gone through several stages, resetting the status to "X" will queue the card for re-submittal in the current stage. If the card should be submitted in the first/a previous stage, changing the stage will automatically reset the status to "X" for re-submittal in the selected stage.
