Set Project to Unfinalized Status

If you need to make changes to a project after it has already been finalized—such as correcting an uploaded report, updating salient data, or delivering a revised invoice—you can return the project to Draft status by unfinalizing it. This action allows you to modify the job and re-finalize it when complete.

Step-by-Step Instructions

1. Navigate to the All Final Projects Tab
       From the PARCEL dashboard:    

   • Click the All Final Projects tab to view completed and finalized assignments.

   • Use the search filters to find the relevant project by address, lender, or request ID.

          

2. Open the Project Report
       In the project row:    

   • Click the View Details button in the Actions column.

        

3. Open the Status Dropdown
       On the View Details page:    

   • Go to the Status dropdown located in the top-left corner of the screen.

   • This dropdown controls the report’s workflow state.

   • Select Draft Report to revert the status from Final to Draft.

   • This unfinalizes the project and reopens access to uploads and edits.

   

What Happens After Unfinalizing?

• The project will be removed from the All Final Projects tab.

• It will reappear in the All Projects tab, now in editable state.

• You can update files, salient fields, and other elements before re-finalizing.

Best Practices

• Use unfinalization only when necessary—consult the lender if unsure whether changes are permitted.

• Notify the lender if significant changes are being made after finalization.

• Always verify that all required updates are complete before re-finalizing the job.