There are multiple file statuses in Treefort which change as the file progresses and certain actions are taken in relation to a file. The file status can be seen in the file list in the left-hand column, and on the right-hand side once a file is selected.
As mentioned in the Filter by Status section of the Managing Files article, files can be filtered according to status. Every file status is outlined below:
New: when a new file is created in TreeFort, it will be designated as a New file, and will remain in New status until at least one client is attached to the file.
In Progress: if there are one or more clients attached to a file who have not yet completed the ID verification process and therefore are not marked as “verified” (either because the ID verification request has not been sent to the client, the ID verification is pending, or the ID verification was rejected), then the file will have a status of In Progress.
Action Required: this status indicates that there is a client attached to this file that requires an action on behalf of you or someone at your organization. A file will be marked as Action Required if an ID verification report has been returned and is awaiting approval.
Complete: if all clients attached to a file have completed the ID verification process and are marked as “verified”, the file will be marked as Complete. If a new client is subsequently attached to this file, or if an existing ID verification associated to this file is altered, the file status may revert to one of the statuses mentioned previously.
Cancelled: Cancelling a file changes the file status to Cancelled and prevents future file status updates so that you know there is no further action required on that file. As previously mentioned in the Reopening Files section of this article, reopening a file restores the file status and allows future file status updates to occur on this file.
Closed: Similar to cancelling a file, closing a file changes the file status to Closed and prevents future file status updates so that you know there is no further action required on that file. However, unlike cancelling a file, a file can only be closed when it is in the Complete status, as the Closed status is intended to mark that the file has been completed and can now be closed. As previously mentioned in the Reopening Files section of this article, reopening a file restores the file status and allows future file status updates to occur on this file.