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Mitratech Success Center

INSZoom - Document Status

This article will guide you on how to use document status to streamline document review!

Document Status

In any document or image, users may assign an individual document status. There are 3 options:

  • Accept - locks the document, preventing anyone but the case manager from making changes
  • Pending Review - default status upon upload
  • Need Clarification – Document has been reviewed and requires follow up

To assign a status, from any Document Info page, hover over the hamburger icon (...) next to a document, then select the status.

To see a document's status, click on the document's "expand" link in the checklist:

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