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 MBUploaded
Client-visible
Reviewing
1
Client ID verification.png
Identity · Morgan HaleMay 4, 2026 · 940 KBReviewing
Internal
Approved
2
March account statement.pdf
Statements · Jordan LeeMay 3, 2026 · 5.0 MBApproved
Client-visible
Shared onboarding notes.pdf
Shared notes · Avery BrooksMay 1, 2026 · 760 KBApproved
Client-visible
Rejected / Needs changes
1
Project approval memo.docx
Approvals · Client ServicesMay 2, 2026 · 1.3 MBNeeds changes
Internal