Requirements and checklists

Every application in a case carries a checklist. It is split across two tabs: Documents for things you upload, and Forms for IRCC forms that Lexpoint fills and you confirm.

You do not build this list. It is generated for the application’s program and location, and it regenerates when the personal information behind the application changes — so an answer you give in one place can add or retire an item here.

Before you start

Open the application: from Cases, open the case, then pick the person in the left case tree and choose Documents or Forms under Application.

Reading the list

Requirements are grouped into sections by category — Identity, Financial, and so on — with the most important categories first. Anything requested after submission is pinned to the top of the list in its own Post-submission ADR section.

Above the list, a counter reads X / Y uploaded: how many upload requirements have at least one file that has not been excluded, out of the total.

The Documents tab of an application, showing the filter chips, the uploaded counter, and requirement cards grouped by category.

What is on a requirement card

Element	Meaning
Title	The document or form being asked for.
Second line	The source of the requirement, and any instruction added for your case.
Optional tag	The requirement is on the list but is not counted as required.
Paperclip count	How many files are attached to this requirement.
Today / Yesterday tag	A file was attached to this requirement that recently.
N files · Combine	More than one file is attached and they can be merged into a single PDF.
Status pill	Where the requirement stands. See Document review statuses.
Upload or edit button	Upload document on an upload requirement, Open form on a form requirement.

Filter chips

A row of chips sits above the list, and the choice carries across the Documents and Forms tabs.

Chip	What it filters to
All	Every requirement in the current scope.
Missing	Nothing provided yet.
In progress	Something is provided but not finished — uploaded, under review, or sent back.
Done	Complete. Waived items are not counted here.
Recent	Documents tab only. Requirements with a file attached in the last 7 days.

Once an application has been submitted, two more chips appear in front of those:

• Submitted — the requirements that made up the original package.
• Current · — only what has been asked for since. When there has been more than one such request, a picker beside the chip lets you switch between them.

Working through the list

1. Start on Documents and select the Missing chip. That is the shortest path to what is actually outstanding.
2. Open a requirement’s upload button and provide the file. See Uploading documents.
3. Watch the status pill. A requirement moves to Completed only after review, not on upload.
4. Move to Forms and work the same list there. See Applications and IRCC forms.

The list updates by itself as review outcomes land — you do not need to reload the page.

The checklist is yours to fulfil, not to edit

Adding, removing, and reordering requirements are not available on your side of a case. If an item does not apply to you, or you believe something is being asked for twice, raise it in the case conversation rather than leaving it unfilled — an unfulfilled required item holds up the package.

When an item is locked

An upload or form button is disabled with a lock when:

• The requirement has been accepted, so there is nothing left to change.
• The application is Submitted or has a final decision, which makes the whole checklist read-only.
• The application has been reopened by a new request, in which case only the items in that request are editable and everything else stays locked. The tooltip reads Locked — only the current request is editable.

Related

• Uploading documents — fulfilling a requirement, file by file
• Document review statuses — what every status pill means and what to do next
• Applications and IRCC forms — the Forms half of the same checklist
• Case Studio tour — how to reach any application in a case