In order to trigger certain functions (get forms, compile, etc.), tasks need to be accepted.
Once your client has uploaded a document successfully, you may find such a document on the "To-do"
You may edit/review a worksheet and accept it if it is ready to approve, or
you may decline such a task or worksheet if it needs correction or update. See Decline Tasks for instructions about decline a task.
To accept a task, please click 'Accept,' and such a task will be moved to the "Completed" list.