> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getkantilever.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Submissions

> Review, edit, and manage submissions

# Working with Submissions

This guide covers day-to-day tasks when working with submissions.

## Viewing Submissions

### Submissions List

Access all submissions from the **Submissions** tab in your desk. The list shows:

* Insured name
* Status and priority
* Assigned underwriter
* Created date

Use filters to narrow results by status, priority, or assignee.

### Submission Detail

Click a submission to view its full details:

* **Overview** - Key extracted fields at a glance
* **Documents** - All attached files with extracted text
* **Fields** - Complete list of extracted data
* **Activity** - Timeline of actions and changes
* **Emails** - Linked email threads

## Reviewing Extracted Data

After a submission is created, AI extracts data from documents based on your desk's field schema.

### Field Confidence

Each extracted field shows a confidence score. Lower confidence fields may need manual verification.

### Editing Fields

1. Navigate to the **Fields** tab
2. Click on any field to edit
3. Update the value
4. Save changes

Edits are tracked in the activity timeline.

## Changing Status

Update status as the submission progresses:

1. Open the submission
2. Click the status badge
3. Select the new status

Status changes trigger any matching desk rules (e.g., auto-draft an email when moving to "Needs Info").

## Assigning Submissions

Assign submissions to team members:

1. Open the submission
2. Click the assignee field
3. Select a team member

Intake rules can automatically assign submissions to team members randomly.

## Drafting Emails

Respond to brokers and agents directly from the submission:

1. Click **Draft Email**
2. Compose your message or let desk rules auto-generate drafts
3. Review and edit the draft
4. Send when ready

Sent emails are tracked in the submission's activity timeline.

## Action Items

Check your action items for tasks requiring attention:

* **New Submission** - A submission was assigned to you
* **Review Draft** - An auto-generated email needs your approval
* **Triage Review** - An email couldn't be automatically classified

Complete action items to keep your queue moving.
