What each item status means

Each requested item has its own status inside a request.

Pending / Missing

The client has not submitted a file or note for the item yet. On the firm request page, pending items are shown as Missing and described as Waiting on client.

Submitted

The client uploaded a file or saved a note. On the firm request page, submitted items are described as Received from client.

Approved

Your firm reviewed the item and accepted it. Approved items are described as Reviewed and accepted.

Rejected

Your firm marked the item as needing correction. Rejected items are described as Needs correction, and the client receives an email asking them to re-upload that item.