Document request status types
The Communications tab in the Documents area features three different communication request types: Approval Request, Document Request, and Send Document.
Document requests can have the following status types:
Cancelled
- This status means that the request has been cancelled. This status also appears when a request is past the expiration date and has not been fulfilled. The request is closed and the recipient no longer has access to this request.
Completed
- This status means that the request has been closed and the recipient no longer has access to the request.
Received
- This status means that the recipient has uploaded the requested documents.
Rejected
- This status means that an approval request was declined by the recipient.
Sent
- This status appears after a document has been sent to a recipient.
Waiting on Client
- This status will appear after a document request has been sent to a recipient.
Edit a document request status
You can change the status of a document request from the Edit Document Request screen to reflect the current state of the request. The
Status
field at the top of the screen provides the overall status for the document request, and the Status
fields at the bottom of the Request screen apply to the individual requests that are listed.To open the Edit Document Request screen from within the
Communications
tab of the Documents area, select an existing request in the Communications
tab grid and select Edit
.note
When you change the overall status at the top of the Request screen, the individual status of each document request will change to match the overall status.