Each client on the request page has one badge for how the link was sent and one word for how far they have got.
Badge
What it means
Not sent
Nobody has sent this client their link yet.
Sent
Someone at your firm copied the link, or sent it on WhatsApp or by email from their own app. The badge shows the date, and the mark beside it shows who sent it.
Sent by us
We emailed the link once, and we are not reminding. The badge shows the date.
We're reminding
We email reminders to this client. The badge shows the date of the next one.
3 reminders sent
We have sent the most reminders we send.
Word
What it means
awaiting
The link is open and no required item has come in.
in progress
Some required items are in and the client has not finished. It stays after the link ends.
all received
The client finished everything.
closed early
The client finished with items still outstanding.
expired
The link ended before any required item came in.
On a request that records consent only, the words are awaiting an answer, consent recorded, declined and not answered.
A client on Home
Status
What it means
Nothing in yet · n days left
The link is open, nothing has come in, and more than 3 days remain.
Closing in n days
The link is open, nothing has come in, and 3 days or fewer remain.
Partly in · n days left
Some items are in and the link is still open.
All in · when
The client finished, and the day is shown.
Link expired
The link ended before the client finished.
On a request that records consent only, the statuses are No answer yet · n days left, Closing in n days, Consented · when, Declined · when and Not answered · link expired.
A client in the Clients list
Each client's row shows how many of the items you asked them for are in, such as 3 of 5 received. Items are the documents and written answers across your requests to them. The cards at the top of the list filter by the same count.
Card
Which clients it holds
All received
Every item you asked this client for is in.
Part received
Some of the items are in.
Nothing yet
None of the items are in.
A client you only asked for consent shows Consent pending, Consent given, Consent declined or Consent not given instead of a count. Such a client counts under All received once they consent, and under Nothing yet otherwise.
A row in the Retention queue
A row open in the queue shows how the deletion stands.
Status
What it means
deletes in n days
The documents are deleted on their date.
deletes today
The documents are deleted today unless you act.
renewal not sent
A renewal exists and nobody has sent the client their link.
awaiting response
The client has the renewal link and has not answered.
declined · deletes in n days
The client declined the renewal and the documents are deleted on their date.
declined · deletes today
The client declined the renewal and the documents are deleted today.
A row turns red when 3 days or fewer remain, unless a renewal is out. A declined row is red from the start.
A request that records consent only shows a Held by firm chip, because the documents are in your firm's own records. Its rows read delete in n days, past its date · confirm deleted, declined · delete in n days, declined · confirm deleted, withdrawn · confirm deleted and relationship ended · confirm deleted. Each one asks you to confirm that you deleted the documents yourself.
You confirmed that you deleted documents you hold yourself.
A request on the Rights page
An open request shows how long you have left to answer it.
Status
What it means
due in n days
The 90 days end in n days.
due today
The 90 days end today.
n days past the limit
The 90 days have ended and the request is still open.
A request turns red when 7 days or fewer remain.
A request that is closed shows its outcome.
Outcome
What it means
done
You answered a request for a copy or a correction.
erased
You answered a deletion request by erasing the client.
kept
You answered a deletion request by keeping the documents under a law.
declined
You declined the request.
withdrawn
A client withdrew their consent. This one is a withdrawal and not a request.
A breach incident
Status
What it means
Board report due in n hours
The report to the Board is due in n hours, counted from when the breach became known.
Board report n hours overdue
The report is late. Once it is two days late, the count is in days.
Board report sent
You recorded the report as sent and the letter to the affected people is not recorded yet.
not yet closed
You recorded both letters as sent and you have not closed the incident.
closed
You closed the incident.
Each letter also shows sent with a date, or not yet sent. The status turns red when 24 hours or fewer remain and when the report is overdue.
Your plan
The pill in the left rail shows where your plan stands. Everyone sees it, and only people whose role holds Plan & billing can open the screen it leads to.