Client review queue

Move documents from uploaded to review, approve complete records, or send incomplete items back for changes.

Total files

5

Pending review

2

Approved

2

Rejected / needs changes

1

Storage used

10.4 MB

Uploaded

1

Signed service agreement.pdf

Contracts · Avery BrooksMay 5, 2026 · 2.4 MB
Uploaded
Client-visible

Reviewing

1

Client ID verification.png

Identity · Morgan HaleMay 4, 2026 · 940 KB
Reviewing
Internal

Approved

2

March account statement.pdf

Statements · Jordan LeeMay 3, 2026 · 5 MB
Approved
Client-visible

Shared onboarding notes.pdf

Shared notes · Avery BrooksMay 1, 2026 · 760 KB
Approved
Client-visible

Rejected / Needs changes

1

Project approval memo.docx

Approvals · Client ServicesMay 2, 2026 · 1.3 MB
Needs changes
Internal