Skip to content
Home
  • There are no suggestions because the search field is empty.

Tracking Your Work with the Data Entry Progress Tool

To help you stay organized, Prolegis includes a Data Entry Progress Tool. This feature allows you to visually track the completion status of every data entry layout.

How It Works

Every data entry screen within your file features a status toggle located at the top of the workspace. You can manually update this toggle to reflect your current progress on that specific section.

2026-06-10_20-29-45

1. Choose Your Status

The toggle provides three distinct options to help you organize your workflow:

  • Not Started: The default state for any new layout, indicating no data has been entered or verified yet.
  • In Progress: Perfect for when you have entered some information but are still waiting on outstanding details or internal confirmation.
  • Finished: Signals that all required fields for this specific layout are complete, accurate, and ready to go.

2. Monitor Progress via the Menu Tab

The moment you select a status from the toggle, the main menu tab for that specific data entry layout updates instantly.

2026-06-10_20-32-22

This visual indicator on the menu tab allows you to see the exact health and progress of the entire file at a single glance, without having to click into every individual screen to check your work.

💡 Pro-Tip for Teams

If you share file management duties with other conveyancers or assistants in your firm, use the In Progress status as a clear flag for items that still need a second look or are waiting on external details, ensuring no duplicate work or missed steps.