LedgerWorksOS

Client Documents

Client files now attach to the same document vault metadata used by upload, expiry review, and profile support.

Loading

Loading client documents

LedgerWorksOS is preparing the client document vault loading the current file list, upload affordances, and review state.

Upload Surface

Upload files for Northline Retail Supply

The storage service is not wired yet, but the view now has the required upload affordance and readiness checks.

Document Context

Why these files matter

The document list should tell the operator which missing files block delivery and which uploaded files already support the current cycle.

Uploaded client files should be readable as operational context, not just raw storage entries.

Missing or stale documents should be easy to spot before they create filing or delivery risk.

Open compliance view

Client onboarding

Signed Engagement Letter

Uploaded

The signed commercial scope is available for reference in the onboarding stack.

UpdatedUploaded today
ClientSignedCore

Compliance reference

BIR Certificate Copy

Pending Upload

The client still needs to upload the latest copy before the recurring tax workflow is considered complete.

UpdatedAwaiting upload
BIRPending