Request Status
Understanding request statuses helps you track progress and know when action is needed. Requests automatically move through different statuses as clients respond.
- Pending: The request has been sent to the client but they haven't opened the portal yet. Clients receive an email with a secure link. This status typically lasts until the client clicks the link.
- In Progress: The client has opened the portal and started filling out the form or uploading documents, but hasn't submitted yet. You can see which fields they've completed in the request details. The client can save their progress and return later.
- Submitted: The client has completed and submitted all required documents and information. You'll receive an email notification when this happens. The submission is now ready for your review.
- Under Review: You or a team member has marked the submission as being reviewed. This status helps coordinate team workflows and prevents duplicate review work. You can assign specific team members to review requests.
- Approved: The submission has been reviewed and accepted. The client receives a confirmation email. Approved requests can be archived or kept active for reference.
- Revision Requested: You've identified issues with the submission and need the client to make changes or upload additional documents. The client receives an email with your feedback and can resubmit. The request returns to "In Progress" status when they start making changes.
- Overdue: The due date has passed and the client hasn't submitted. This is indicated by a red badge. You can extend the due date or send urgent reminders.
- Cancelled: The request has been cancelled and the client portal link is deactivated. Use this when a request is no longer needed.
Tip: You can manually change request status at any time from the request detail page. This is useful for managing your workflow and keeping your team coordinated.