A document is waiting in Review because Rhodes wasn't sure where it belongs.
In Rhodes: Home → Needs you
If Rhodes got it right, click Confirm (or Accept). To correct it, click Change…, Assign… or File… to open the Review panel. You can change:
- Entity — which record it belongs to.
- Document type — operating agreement, K-1, annual report and so on.
- Year.
Then click Confirm & next. Dismiss takes it off the list without filing it. If part of a correction doesn't save, the panel says which part and keeps the document so you can try again.
The Review panel steps through the other documents from the same upload, so you can correct several in a row. Probably-not-financial documents can be cleared together with Archive all.
Or just say it in chat. "That K-1 belongs to the trust, not the holding company" does the same job without hunting for the field, and handles things the panel can't — correcting several documents at once, or explaining a distinction Rhodes got wrong. Chat shows you what it's about to change and waits for your approval.
Corrections are worth making rather than working around. Rhodes checks your existing records each time it files a new document, so a correct record helps it place the next one.