Clients are In Progress after you have clicked Proceed to Sign or Proceed to IDV. This status shows that the client needs to Sign and/or be ID Verified, but not everyone has completed the process yet.
While In Progress, you can edit each individual’s details, as well as how they sign and how they are ID Verified. You can also add additional people for IDV.
To make changes at the client level, such as adding another company, or another individual signatory, you need to Revert To Draft.
To change the status from In Progress back to Draft, click the Revert to Draft button in the Statuses and Actions section of the Management page.
Careful: When you use the Revert to draft button you will lose all progress beyond the draft stage. You will be warned in advance: