Request Dashboard

The requests dashboard is your command center for tracking all document collection activity:

• Overview Cards: At the top of the dashboard, see quick stats including total active requests, completion rate, overdue requests, and requests due this week.
• Request List: View all requests in a sortable table showing title, client name, status, due date, and last activity. Click any request to view full details.
• Filters: Filter by status (Pending, In Progress, Submitted, Approved), client, template, date range, or priority level. Save frequently used filter combinations for quick access.
• Search: Use the search bar to find requests by title, client name, or template name. Search is instant and works across all your requests.
• Status Indicators: Color-coded badges show request status at a glance. Red indicates overdue, yellow for due soon, green for completed, and blue for in progress.
• Quick Actions: Hover over any request to reveal quick action buttons: send reminder, view details, download submission, or archive.

Bulk Actions

Save time by performing actions on multiple requests simultaneously:

• Select Multiple: Check the boxes next to requests or use "Select All" to choose all visible requests. The bulk action toolbar appears when you have items selected.
• Send Reminders: Send reminder emails to all selected clients who haven't completed their submissions. Customize the reminder message before sending.
• Update Due Dates: Extend or change due dates for multiple requests at once. Useful when you need to give all clients more time.
• Change Status: Move multiple requests to a different status (e.g., mark as "Under Review" or "Approved") in one action.
• Archive Requests: Archive completed or cancelled requests to keep your dashboard clean. Archived requests can be restored later if needed.
• Export Data: Export submission data from multiple requests to CSV or download all files as a ZIP archive.