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File Status

File statuses indicate where the file stands in the content development process. These statuses can help streamline development, and prevent extra changes during review phases. At Heretto, we use these statuses to keep track of the progress made on specific tasks.

File statuses are available as search facets (filters) that you can use to narrow down your search results. For example, you can limit your results to only files in the In Review status. This can help you determine the overall state of your content.

File statuses can also be configured to restrict file editing. For example, the Approved or Published status can limit editing permissions to suggesting or commenting. Contact your Customer Success Manager (CSM) and ask about available configuration options.

Various file statuses

Change a File Status

Modify the status of a file so others are aware of its state in the workflow.

  1. In the Content Library, click a file to open the Resource Drawer.
  2. In the Resource Drawer, click the Status drop-down menu, and select the status you want to apply to the file.

On the top of the screen, you should see a message confirming the status change.

Bulk-change File Statuses

Change the status of multiple files using bulk change.

  1. In the Content Library, select the files, folders, or maps you want to modify.
  2. Right-click a file and select Bulk Change > Metadata.
  3. If your selection includes a folder, decide if you want files in its child folders (folders it contains) to be included in this operation.
  4. If your selection includes a map, decide which files associated with it you want to be included in this operation:
    1. If you don't want to include the dependencies of a given map, like its child topics and submaps, clear the Include dependencies check box.
      Important:

      The Include dependencies option only includes the direct dependencies of the map. It does not include binary files (non-text files like images) present in the map or topics it contains.

    2. If you don't want to change the resource-only files in a map, clear the Include resource-only files check box.
      Tip:

      For example, the resource-only files are your variable topics that are added with the processing-role="resource-only" attribute to your map. As a result, they are present in the map but not included in the output.

    3. If you want to include all map dependencies, including its indirect dependencies and binary files (non-text files like images), select the Include all dependencies check box.
  5. Select the Status check box.
  6. In the Status drop-down menu, select the status you want to apply.
  7. Click Save.