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Open a deal from Deals to see where it stands and what it still needs.

At the top

  • The stage bar: Pre-approval, Processing, Ready for Payout, Paid.
  • The stage banner says what’s happening now, for example “A deal admin is reviewing your deal. 3 documents are still needed before they can finish.”
  • Needs your attention: one card for each thing the deal still needs from you. See What Abby needs from you.

Sections

Document statuses

Deleting a document

You can delete a document you uploaded while it is still with Abby. Once a deal admin has reviewed it, or it is out for signature, it can’t be deleted. Deleting removes the whole file, including every form in it, and can’t be undone.