> ## Documentation Index
> Fetch the complete documentation index at: https://support.muqtarah.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing documents and statuses

> Search and sort your documents, change their status, learn how automatic numbering works, and delete what you don't need.

## The Documents page

**Documents** holds all your proposals and invoices:

* **Search** by document number, project name or client.
* **Filter** by type (proposals or invoices) or status.
* **Sort** by newest, highest total, document number or status.
* **Pick a view**: list or cards.

From the actions menu next to each document: **Open document**, **Download PDF**, **Copy client link**, **Share on WhatsApp** and **Delete document**.

## Document statuses

| Status | When |
| - | - |
| **Draft** | Every new document starts here. |
| **Sent** | Changes automatically when you send it by email from Muqtarah. If you share the link or send it on WhatsApp, change it yourself. |
| **Accepted** | Changes automatically when your client accepts or signs the proposal. |
| **Paid** | You change it when you receive the payment. |
| **Cancelled** | Changes automatically when your client declines the proposal, or you change it yourself. |

To change a status, click the status badge on **Documents** and pick the new one, or choose it in the **Status** panel in the editor.

<Warning>
  Your client only sees the **Accept proposal** and **Decline** buttons when the status is **Sent**. Once they accept or decline, the buttons go away.
</Warning>

<Note>
  Muqtarah doesn't collect payments from your clients. Your client transfers the amount to your bank account directly, and you change the status to **Paid**.
</Note>

## Document numbers

Each new document gets the next number automatically, and no number repeats across your documents. Choose the format in **Settings** under **Preferences**, in **Document numbers**:

| Part | Options | Example |
| - | - | - |
| **Prefix** | Any letters you choose | INV |
| **Separator** | Dash, slash or dot | - |
| **Year** | Full year, last two digits, or none | 2026 |
| **Digits** | 01, 001 or 0001 | 001 |

You see the **Next document** number before saving, such as INV-2026-001. A change applies to new documents only and doesn't renumber your existing ones.

## Deleting documents

Choose **Delete document** from the actions menu, or select several documents and click **Delete**. The document is deleted and your client's link stops working right away. Deleting can't be undone.


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