Requests
Track and filter requests
Use the Requests page to find requests, monitor progress, and open the right client follow-up.
The Requests page lists document requests for the current workspace.
Search requests
Use the search field to find requests by request title, client name, contact name, or contact email.
Filter by status
Use the status filter to show only one request status:
- Draft: created but not sent yet.
- Sent: sent to the client, waiting for activity.
- In Progress: the client has submitted at least one item.
- Completed: your firm marked the request complete.
- Cancelled: your firm cancelled the request.
Progress column
The progress column shows how many requested items are submitted or approved out of the total number of items.
Open a request
Click the request title or View to open the request detail page.