# Request and review documents and signatures

Source-reviewed step-by-step lesson. Instructional slides, not a recording of a completed live action.

## Step 1

Open the document or checklist view.

## Step 2

Confirm the document is assigned to the correct family, child, or staff member.

## Step 3

Send the request only to the correct guardian or staff member.

## Step 4

Review submitted documents before marking them complete.

## Step 5

Reject incomplete or incorrect submissions with a clear note.

## Step 6

Keep expired, missing, or rejected records visible until resolved.

## Verify the result

Correct person, document, submission and review status agree.

[Related guide](../guides/27-request-and-review-documents-and-signatures.md)