LedgerWorksOS

Client Documents

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

Error

Client documents unavailable

The client document view could not be loaded. The full product experience should preserve the current client context and retry safely.

Return to client detail

Upload Surface

Upload files for Santos Design Studio

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

Compliance reference

Tax Registration Packet

Uploaded

Core registration references are complete and stored.

UpdatedUpdated last week
BIRRegistration

Monthly operations

Expense Support Checklist

Under Review

The checklist is being reconciled against the latest client submission.

UpdatedUpdated yesterday
ChecklistReview