--- title: Automatically Update Client Status After a Document Is Signed description: Set up automatic client status updates after documents are signed, ensuring requirements are met before clients access key features. --- [Skip to content](https://learn.enginehire.io/en/knowledge/automatically-update-client-status-after-a-document-is-signed#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en) # Automatically Update Client Status After a Document Is Signed ## Set up automatic client status updates after documents are signed, ensuring requirements are met before clients access key features. #### Overview In some cases, you may want to restrict clients from accessing certain features until they have completed specific requirements, such as signing a mandatory document. To automate this process, you can configure document templates so that when a client signs, their status is automatically updated. This ensures they only gain access to the features you allow once they’ve met your requirements, without you having to update their status manually. #### Use Case Example For example, you may require clients to sign a service agreement before they can request bookings. You could place new clients in a status that does not allow shift job requests. Once the agreement is signed, their status is automatically updated to **"XYZ"**, which unlocks their ability to make bookings. Similarly, you might choose to restrict other features until requirements are met. This workflow saves time, reduces manual updates, and ensures clients only access features once they’ve completed the necessary steps.   #### How to Set Up Automatic Status Updates Follow these steps to set up automatic status updates after a client signs a document: Navigate to **More → Document Templates** ![](https://learn.enginehire.io/hs-fs/hubfs/image-png-Aug-26-2025-04-21-00-0148-AM.png?width=1721&height=763&name=image-png-Aug-26-2025-04-21-00-0148-AM.png)   Click the **pencil icon** to edit the relevant document template ![](https://learn.enginehire.io/hs-fs/hubfs/image-png-Aug-26-2025-04-21-10-5388-AM.png?width=1640&height=744&name=image-png-Aug-26-2025-04-21-10-5388-AM.png) Open the tab **4 - Advanced Settings** **![](https://learn.enginehire.io/hs-fs/hubfs/image-png-Aug-26-2025-04-21-30-6511-AM.png?width=1489&height=822&name=image-png-Aug-26-2025-04-21-30-6511-AM.png)** Expand the **Status Management** section ![](https://learn.enginehire.io/hs-fs/hubfs/image-png-Aug-26-2025-04-21-48-9765-AM.png?width=1734&height=806&name=image-png-Aug-26-2025-04-21-48-9765-AM.png) Under **User Status Updates**, enter the status you would like the client to automatically move to after signing ![](https://learn.enginehire.io/hs-fs/hubfs/image-png-Aug-26-2025-04-22-13-4666-AM.png?width=1734&height=845&name=image-png-Aug-26-2025-04-22-13-4666-AM.png) Click **Update** to save the changes ![](https://learn.enginehire.io/hs-fs/hubfs/image-png-Aug-26-2025-04-22-23-7374-AM.png?width=1741&height=907&name=image-png-Aug-26-2025-04-22-23-7374-AM.png) Once saved, any client who signs this document will automatically move into the specified status. #### Related Articles - Client statuses that can make shift job requests – Learn how to set up which client statuses are allowed to schedule bookings. 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