Document review statuses

Lexpoint shows status in three places at once, and they mean different things: on each file, on each requirement, and on the application as a whole. A file can be accepted while its requirement is still in progress, because a requirement can be waiting on more than one file.

File statuses

Shown as a small pill on each file row under a requirement, and in the document viewer.

Status	What it means	What to do
Reading file	Lexi is analyzing the document you just attached.	Nothing. It clears on its own; if it lingers more than a few minutes the file falls back to Pending Review.
Pending Review	The file is attached and waiting on your representative’s review.	Nothing. Move on to the next requirement.
Accepted	The file has been reviewed and accepted.	Nothing. Do not replace an accepted file.
Needs Changes	The file was reviewed and sent back.	Open the file, read the note under the preview, then upload a corrected file to the same requirement.
Excluded	The file has been set aside and no longer counts toward its requirement.	Read the reason in the document viewer. If the requirement has dropped back to Missing, provide a replacement.

A requirement expanded to show its files, each with its own review status pill.

The note on a reviewed file

Open a file to see the viewer. Below the preview, one of these appears:

Card	Meaning
Lexi with reviewing this document…	The analysis has not finished yet.
Lexi with Recommendation: Accept / Review / Changes, and a relative time	Lexi’s assessment of the file. It is an assessment, not the decision — the file’s own status pill is what counts.
Note	A written note about this file from your representative. This is where a Needs Changes reason is explained.

Requirement statuses

Shown as the pill on the right of each requirement card, in the Documents and Forms tabs.

Status	What it means	What to do
Missing	Nothing has been provided for this requirement.	Use the upload button on the card, or Open form if it is a form requirement.
In Progress	Something has been provided but the requirement is not finished — a file is awaiting review, a file was sent back, or a form is started but incomplete.	Check the file rows underneath. Anything reading Needs Changes is yours to fix; anything reading Pending Review is not.
Completed	The requirement is satisfied.	Nothing. The upload button is locked once a requirement is accepted.
Regenerate PDF	The form’s answers changed after its PDF was produced, so the PDF no longer matches.	Open the form and generate the PDF again. Until you do, this item blocks the submission package.
Waived	This requirement has been set aside for your case and is not counted.	Nothing.
Combining…	A merge of this requirement’s files into a single PDF is running.	Wait. The pill clears when the merge finishes.

Two tags can sit beside the title rather than in the pill:

Tag	Meaning
Optional	The requirement is on your list but is not counted as required.
N files · Combine	More than one file is attached. They can be merged into a single PDF from the card’s actions menu.

How requirement status is grouped by the filter chips

The status chips above the list collapse the pills into four buckets.

Chip	Includes
All	Everything in the current scope.
Missing	Missing only.
In progress	In Progress and Regenerate PDF.
Done	Completed.
—	Waived is counted in All only; it appears in no status bucket.

Case tree glyphs

The Application section of the left case tree carries one glyph per step. Hovering a step shows the same wording.

Step	Glyph	Meaning
Documents	✓	All required documents are complete or accepted — or the application has no required documents.
Documents	◑	Uploads still in progress or documents still missing.
Documents	⚠	A document needs replacement, was rejected, or requires action.
Forms	✓	All required forms are complete — or there are none.
Forms	◑	Required forms are incomplete or still in progress.
Mapping	✓	Every required document and form is assigned to an IRCC submission slot.
Mapping	◑	Some required items are not yet mapped to a slot.
Mapping	–	Nothing mapped yet, or the application has no requirements.

The ⚠ on Documents is the one glyph that means you have something to do. The others are progress, not a request.

Application statuses

Shown as a banner at the top of the application and as a chip beside its title. The application’s status decides whether the checklist can be edited at all.

Status	Banner text	Checklist
Initiated	No banner.	Fully editable.
Submitted	This application is locked while we wait for the next update.	Locked.
Action required	A new request was received from IRCC or the province. Upload or update only the requested information below.	Only the items in the current request are editable. Everything else stays locked.
Approved	This application has a positive final decision. Read-only.	Locked.
Refused	This application has a negative final decision. Read-only.	Locked.
Withdrawn	This application is closed. Read-only.	Locked.
Archived	This application is hidden from active workflow.	Locked.

When an application is in Action required, the checklist gains a Current · scope chip. Select it to see only what has been asked for; Submitted shows the original package.

A locked button is not an error

Upload and form buttons show a padlock when the requirement is accepted, when the application is read-only, or when the application is reopened and the item is not part of the current request. The tooltip names the reason. Nothing is broken and there is nothing to retry.

Related

• Uploading documents — how to fix a file that came back
• Requirements and checklists — where these statuses appear
• Messages on a case — asking why something was sent back
• Your documents — the vault the files live in