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How can I change a Request's Status?

A Request's Status can be set by firm users to indicate its current lifecycle position.

  • Open: the default Status of a Request when it is created

  • Draft: prevents the client from changing the Status of the Request

  • Ready for Review: the client has fulfilled the Request and is ready for the firm to review it

  • Changes Requested: a firm member has found the client's submission to be insufficient, and is requesting that changes be made

  • Complete: a firm member has reviewed the client's submission and has confirmed that it is sufficient

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Your client will have the option to change a Request's status to Ready for Review to indicate that they have uploaded the requested documents.

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