File Management

Checking on Files

Learn how to track the status of your uploaded files and monitor review progress.

Overview

After uploading files to the client dashboard, you can track their progress through our review process. This tutorial shows you how to check file status, understand what each status means, and how to get updates on your submissions.

Quick Access: You can check your file status anytime by logging into the client dashboard. No need to wait for email notifications.

Checking on Your Files

1

View Completed Files

You have the ability to see which files have been reviewed by clicking "Completed" above the table in the Dashboard.

You are able to sort the table by file name and the date the file was uploaded.

Completed files table
2

View Detailed File Information

You may also view more detailed information for any given file by clicking the "File Info" button, which takes you to the file information screen.

File information screen

Typical Review Timeline

1

Upload Complete

File enters review queue immediately

2

Initial Review (1-2 business days)

Team member assigned and begins analysis

3

Detailed Analysis (1-2 business days)

Comprehensive review

4

Results Delivered

Complete report and recommendations provided

Timeline Note: Review times may vary depending on file complexity, current queue length, and any special requirements.

Troubleshooting

My file has been pending for a long time

Review times can vary based on complexity and queue length. If your file has been pending longer than expected, feel free to contact support for an estimated timeline.

I don't see my uploaded file in the dashboard

Check if the upload is seen in the Pending Files section. If it is not there, the file may not have uploaded. Try uploading again or contact support.

The status hasn't updated in several days

Some review phases take longer than others. If you're concerned about progress, contact our support team who can provide a detailed update on your file's status.