Responses statuses are assigned to responses automatically as they progress through each stage to help employees track and manage responses. You can use the status filter at the top of the responses list to quickly filter down to only the responses that require your attention.
In Progress: The response has been sent to a signatory to review and sign, no action is required at this time.
Unclaimed: (Only applicable to workflows with claimable signatories) The current signatory is unclaimed and available to be claimed by you. This status will only appear when you have permission to claim the signatory.
Action Required: You are the current signatory and must review and sign the response.
Requires Approval: The workflow has been reviewed and signed by all signatories and requires final approval to be completed.
Approved: A response is approved after all signatories have signed and the response has been manually approved.
Voided: The response was either manually voided or rejected during the final approval stage. You can see when it was voided by looking at its activity log.
The following statuses are only applicable to organizations that use advisor portals.
Requires Advisor Approval: The response requires approval by an Advisor Portal employee
Advisor Voided: The response has been voided by an Advisor Portal employee.
