Form Statuses

Your forms statuses will update as they progress through the system, here is a helpful glossary of the statuses and their meanings

Once added, your forms will appear as an overall status tracker on the right-hand bar inside the folder. This will show you at a glance the state of all paperwork in a folder. Forms will appear in one of four statuses:


Incomplete – the form has not yet been sent or completed.  All newlly added forms begin in this state


Submitted – the forms have been completed and returned and require your approval only with NO countersign

Pending – the form has been completed and returned, and requires your countersignature and approval


Verified – The form has been completed, returned, and approved and is now in a verified state; no further changes can be made at this time