Understanding Statuses
ReqVault uses three statuses to describe progress at every level:
Pending — Nothing has been uploaded yet. The submission is ready but the client hasn't started.
Partial — At least one document has been uploaded but the submission is not yet marked complete by the accountant.
Complete — The accountant has marked the submission as complete. The upload page is locked. No further changes can be made (unless re-opened).
On the client overview page (right-side badge). Shows the AGGREGATE status across all submissions for that client:
- Complete: ALL submissions are complete
- Pending: ALL submissions are pending
- Partial: Anything in between (mixed states)
On the dashboard. Each client's status badge uses the same aggregate logic.
On document-level checklist (within a submission). Status indicators per requirement use a different scheme:
- ⚪ Grey — no documents linked yet
- 🟡 Amber — documents linked, awaiting accountant review
- 🟢 Green — at least one accepted document
- 🔴 Red — linked documents exist, all rejected
- 🔘 Muted — requirement marked as not applicable