Help centre›Client Discovery & Project Briefing Portal›Statuses, client notifications and top-bar counts

Client Discovery & Project Briefing Portal · Version 1.1.1

Statuses, client notifications and top-bar counts

Use the current status workflow, compatibility statuses, client emails, reminder actions and open-application count.

26 code-backed guidesExact navigationInterlinked workflows

Guides in this workflow

Follow the guide that matches the exact action, filter, menu change or issue.

Understand the current status workflow

Use the enhanced autosave status selector and client notification flow on the administrator request.

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Understand the legacy status action

The controller change-status action permits draft_created, email_sent, opened_by_client, in_progress, submitted, under_review, approved and archived for compatibility.

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Understand the visible legacy status choices

The supplied request action visibly supports Under Review, Approved and Archived in the legacy control.

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Save a status automatically

Select a current status; the JSON endpoint saves, verifies the persisted value, logs the change and can notify the client.

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Understand client status email delivery

A valid client/contact/company email is selected; the result is recorded as sent or not sent.

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Write a professional status note

Use the available status-notification note where exposed to give the recipient useful context.

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Understand open-application count

Only Completed & Delivered is excluded from the top-bar count after normalisation.

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Send the initial secure invitation

Use Send Invite on the request; SMTP and a valid recipient are required.

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Send a reminder

Use Send Reminder for an outstanding request; the installed reminder-days option defaults to 2.

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Review email evidence

Use request activity/email evidence to confirm recipient, subject, result and error.

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Resolve failed discovery emails

Verify global SMTP, from-name, admin notification address and recipient validity.

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Use status: New

Select New when the request has reached that code-backed state.

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Use status: Received

Select Received when the request has reached that code-backed state.

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Use status: Details Received

Select Details Received when the request has reached that code-backed state.

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Use status: Signature Received

Select Signature Received when the request has reached that code-backed state.

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Use status: Under Review

Select Under Review when the request has reached that code-backed state.

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Use status: In Process

Select In Process when the request has reached that code-backed state.

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Use status: Awaiting Client Information

Select Awaiting Client Information when the request has reached that code-backed state.

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Use status: Completed and Awaiting Client's Approval

Select Completed and Awaiting Client's Approval when the request has reached that code-backed state.

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Use status: Client Changes Requested

Select Client Changes Requested when the request has reached that code-backed state.

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Use status: Approved

Select Approved when the request has reached that code-backed state.

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Use status: Approved by Client

Select Approved by Client when the request has reached that code-backed state.

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Use status: On Hold

Select On Hold when the request has reached that code-backed state.

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Use status: Cancelled

Select Cancelled when the request has reached that code-backed state.

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Use status: Archived

Select Archived when the request has reached that code-backed state.

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Use status: Completed & Delivered

Select Completed & Delivered when the request has reached that code-backed state.

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