Icons in the document view
The Documents view 
uses different colours and icons to indicate what state the document is in, whether it can be opened in the currently open Office application, and what actions may be performed on it.
Colors and fonts
| Color & Font | Meaning |
|---|---|
| Black & bold | The document is compatible with the program you have open. |
| Black & not bold | The document is not compatible with the program you have open (eg. excel cannot be opened in Word), but can still be downloaded to your computer to open in its appropriate program |
| Red & bold - struck through | The document has been archived and is compatible with the program you have open. |
| Red & not bold - struck through | The document has been archived and is not compatible with the program you have open. |
Status icons
| Icon | Status | Meaning |
|---|---|---|
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Draft | All documents first uploaded into Upchain begin in a Draft state. This means that it can be modified and versioned to maintain a history of its changes. |
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In Review | The document has been submitted to a workflow and currently awaiting review. |
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Published | The document is considered finished and ready to be used for its intended purpose. |
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Archived | This means the document is in a read-only state and cannot be modified further. |
Document actions
When you click on a document, additional icons appear that enable you to download, check out, check in, cancel a check out, or access additional functions.
| Icon | Name | Meaning |
|---|---|---|
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Download | Download a read-only copy of the document to your computer. |
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Check out | Download an editable copy of the document to your computer, place a check out lock on the document so no one else may edit it. |
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Check in | Upload changes made to the document you've checked out and increment its version by one (1). |
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Cancel check out | Remove the check out lock on the document and do not upload any changes. |
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Additional functions | Access the functions listed above in a drop-down menu. |
Note: You may also access the above functions by right-clicking the document.
Additional icons
| Icon | Name | Meaning |
|---|---|---|
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Check out lock | Indicates that you or someone else has the document checked out. |
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Document version | Indicates the latest version of the document. Click to access previous document versions. |
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Document creator | Indicates which user initially uploaded the document. |