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The request page shows where each person stands, and we tell you by email when everything is in and in your daily summary when only part has arrived.

Three places tell you: the request page, Notifications and email.

What your client doesIn NotificationsBy email
Sends everything requiredAll documents receivedAt once, with the subject "All documents received"
Sends some of itDocuments received (some items still pending)In your daily summary, at 08:00 IST
Closes their link without finishingClosed early by the personAt once, with the subject "Documents received (marked complete by the recipient)"
Replaces a documentDocument replacedIn your daily summary
Lets the link end with items missingA link expired with items outstandingIn your daily summary

The daily summary is sent only on a day when something happened. The emails carry the request title and nothing from the documents.

These notices go to the person who created the request. If that person has been disabled, every active admin gets them instead. A colleague who did not create the request is not notified, but can still open the request page if their role includes See requests, clients and documents.

The request page shows each person on a row. The hero at the top counts Sent, still waiting and All received. A meter on the row counts the required items received. Optional items do not move it. A word beside the meter says where the person stands.

WordMeaning
awaitingNo required item has arrived yet.
in progressSome required items have arrived.
all receivedThe person finished.
closed earlyThe person closed their link without sending everything.
expiredThe link ended before any required item arrived.

The person's name on the row opens their client folder, where you can see what they sent. A row for someone who finished also links to their files. You can view a document from there. Your Home screen shows the same standing for every open request.