> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference/products/binder/marking-document-dispositions.md). # Marking document dispositions ## What a "disposition" means here When a missing-document item doesn't need to be resolved by uploading a file, it needs a disposition instead - a record of *why* it's being left open. Common reasons: this was the client's final K-1 from a partnership they've exited, the return itself is on extension so the document isn't expected yet, or the item genuinely does not apply to this client this year (N/A). ## What's available today The missing-documents checklist currently supports a single **Dismiss** action per item, with a matching **Restore** if a dismissal needs to be undone - see [The missing-documents checklist](/reference/products/binder/organizing-documents.md#the-missing-documents-checklist). Dismissing removes the item from the open count, but dismissal by itself doesn't capture *which* of the reasons above applied. ## Recording the reason today Until a dedicated disposition field exists, record the reason using the comment thread available on each missing-document item, before or when dismissing it: **Walkthrough: dismiss with a recorded reason** 1. Open the missing-documents checklist and find the item. 2. Click **Comment** and note the reason - for example, "Final K-1 from Riverside Partners; client's interest was fully liquidated in \[prior year]" or "Return is on extension; 1099 not expected until \[date]." 3. Click **Dismiss**. The item is struck through and the open count decreases; the comment thread remains attached to the item so the reason is preserved for anyone reviewing later. This keeps the reasoning attached to the specific item, visible to anyone who opens it later, even though it isn't yet a structured field you can filter or report on. ## If you need to reverse a disposition Use **Restore** on the dismissed item to bring it back into the open checklist - useful if a document that was marked final or N/A turns out to be needed after all (for example, the client's K-1 wasn't actually final). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.filed.com/reference/products/binder/marking-document-dispositions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.