3 min readUpdated July 2026

Set up job statuses

Mirror the way work actually moves through your sign business.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. List the meaningful stages from approved work to completion.
  2. Open Settings, then Job Statuses.
  3. Create a short, unambiguous status set.
  4. Agree when a job moves into and out of each status.
  5. Test the workflow with the production team.

Good practice

Statuses work best when they describe a decision or stage, not every small activity.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.