Before you begin
Completed status should reflect completed work, not merely a reminder being dismissed.
Recommended workflow
Review the submission or deliverable, retain supporting documents and use the completion controls available in the module.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Keep professional review separate from automated status changes.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team