Actions37
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- Document Actions
- Lead Actions
- Note Actions
- Recipient Actions
- Workspace Actions
Document → Move Document Stage
AI-generatedSummary
Move a Proposaly document to the selected stage in a workspace. Choose the workspace and document, then select the new stage; the operation also declares a required archive reason when the stage is Archived.
Inputs
- workspaceId (required) — Workspace name or ID.
- documentId (required) — Document name or ID.
- newStage (required) — Stage to move the document to: Approved, Archived, Completed, Draft, In Progress, Lead, Partially Approved, or Prospect. Defaults to Draft.
- reasonArchived (required) — Reason for archiving the document; shown when the stage is Archived.
Output shape
Undetermined from the supplied source pack.
The source pack includes only the move operation's function signature, not its implementation or return handling, so the returned data shape cannot be established.
Examples
Example 1: Move a document to another stage
Select its workspace and document, then set New Stage to the desired stage.
Example 2: Archive a document
Set New Stage to Archived and provide the required Reason Archived.