Paperwork lifecycle stages

Every item of paperwork in Worknice moves through a lifecycle. This makes it easy to see exactly where each document, form, or certificate is up to, and what actions are still required.

This article explains what each paperwork status badge means.

Draft

The paperwork has been associated with a user, but it hasn’t been assigned yet. While in Draft, you can still complete actions such as requesting approvals before deploying the paperwork.

• Only visible to Account Owners

• The person cannot see the paperwork at all

• Approvals can be added at this stage

Assigned

The paperwork has been assigned to a person and is awaiting their action. Depending on the paperwork, this might include:

• Signing

• Acknowledging

• Completing a form

Submitted

The paperwork has been completed by the person.

Processed

The Processed stage allows admins to confirm that submitted data is valid and acceptable. This is especially important for compliance documents such as contracts, licences, or certificates, where:

• Signatures need to be authentic

• Information cannot be placeholder or “dummy” data

Marking paperwork as Processed ensures your records have moved through a validation checkpoint and are accurate and compliant.

You're All Done!

If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.