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On the Left of your dashboard you will see the main navigation toolbar. Click on My Requests (PULL) to view Pull details page.

This details page will give you a full view of all requests sorted by most recent at top.

“Waiting” status mean that the recipient has not clicked on the request link that you sent and they have not uploaded their documents. Note: since there is a 14 day expire, you can RESEND link to add another 14 days to timeline if you notice the recipient has been in waiting status close to 14 days (system will kill the first link and mirror it and resend it)

“Complete” status means the recipient has uploaded their documents and now you as the user needs to VIEW them and download them.

“Expired” status means that the request you sent to the recipient, they did not click on the link and they did not upload documents. Link will expire in 14 days. Note: you can RESEND link to add another 14 days to timeline (system will kill the first link and mirror it and resend it)

“Complete & Expired” means that the recipient has uploaded their documents and the 14 days is now expired. Note: you can VIEW details of the documents but you can no longer download them. All metadata remains but payload is expired.

“Request Resent” means that you have resent the link to the recipient which adds another 14 days to the timeline. Note: The original Request will say “Request Resent” and the new link created will begin in “waiting” status and internal notes will reflect that the request was duplicated from ID 1234567 (see line 1 & 8 in the below screenshot)

This details page will never be removed or erased and will continue to calculate your request details and store metadata only (for audit purposes).

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