Mailroom Status

📌 Status Module - User Guide

The Status module allows you to create and manage statuses that can be used across the Mailroom system.

📋 Status Listing

When you open the Status module, you will see a table listing all existing statuses.

Table Columns:

• ID → Unique identifier of the status.
• Status Name → The name of the status.
• Status → Whether the status is enabled or disabled.
• Custom Field Set → Linked custom field set (if any).
• Color Code → Color assigned for easy identification.
• Is Default → Color assigned for easy identification.
• Signature Required → Color assigned for easy identification.
• Proof Required → Color assigned for easy identification.
  

  Actions Available:

• Add New Status
• Edit Existing Status
• Delete Status

➕ Add a New Status

1. Click on the Add button.

2. A pop-up will open asking for the following details:

   • Status Name → Enter the name of the status (e.g., Pending, Delivered).
   • Enable/Disable → Choose whether the status is active or inactive.
   • Custom Field Set → Select custom fields (as integrated in Mailroom).
   • Color Code → Pick a color for the status.
   • Is Default → Pick a color for the status.
   • Signature Required → Pick a color for the status.
   • Proof Required → Pick a color for the status.

3. Click Save to store the status.

✏️ Edit a Status

1. From the listing table, click the Edit icon next to the status.
2. Update the required details.
3. Save changes.

🗑️ Delete a Status

1. From the listing table, click the Delete icon next to the status.
2. Confirm the deletion.
3. The status will be removed from the system.

✅ With this, users can list, add, edit, and delete statuses easily.