Statuses, client notifications and top-bar counts

Client Discovery & Project Briefing Portal

Understand the current status workflow

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

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.

Understand the visible legacy status choices

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

Save a status automatically

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

Understand client status email delivery

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

Write a professional status note

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

Understand open-application count

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

Send the initial secure invitation

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

Send a reminder

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

Review email evidence

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

Resolve failed discovery emails

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

Use status: New

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

Use status: Received

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

Use status: Details Received

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

Use status: Signature Received

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

Use status: Under Review

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

Use status: In Process

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

Use status: Awaiting Client Information

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

Use status: Completed and Awaiting Client's Approval

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

Use status: Client Changes Requested

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

Use status: Approved

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

Use status: Approved by Client

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

Use status: On Hold

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

Use status: Cancelled

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

Use status: Archived

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

Use status: Completed & Delivered

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