Review client submissions

The request detail page shows each requested item, its status, and any uploaded file or note from the client.

Item statuses

• Missing: the item is still pending.
• Received from client: the client submitted a file or note.
• Reviewed and accepted: your firm approved the item.
• Needs correction: your firm rejected the item and the client needs to fix it.

Download an uploaded file

1. Open the request.
2. Find the submitted item.
3. Click Download.

Approve an item

1. Open the request.
2. Find an item marked received or needing correction.
3. Click Approve.

Approving an item marks it as reviewed and accepted.

Reject an item

1. Open the request.
2. Find an item marked received or approved.
3. Click Reject.
4. Confirm by clicking Reject item.

Rejecting an item marks it as needing correction and emails the client contact when the request has one.

Notes

Clients can submit an item with a file, a note, or both. Submitted notes appear under the item as Note.