Milestones and documents
Filing work happens on a service instance attached to an Individual or Organisation account.
Open an instance
- Open the client account → Services → Filings.
- Open a service instance (milestones dialog / embed).
- Work the milestone list and documents.
Document workflow
For each required document:
- Upload or collect the file
- Mark received
- Verify or Reject (rejection may start a new version)
- When all active documents are verified, Submit for filing
Instance status (high level)
| Status | Meaning |
|---|---|
| Filing default | Work in progress / not yet submitted |
| Filing pending | Submitted; waiting for approver |
| Filing completed | Approved |
| (Rejected) | Returned toward default with reason |
After completion, billing users can generate an invoice.
Who can do this
| Action | Admin | Member |
|---|---|---|
| Add milestones / upload docs | Yes | Yes (typical when assigned) |
| Mark received / verify / reject docs | Yes | If granted |
| Submit for filing | Yes | Yes (typical when assigned) |
Next: Filings — approve and reject.