Upload surfaces
Choose how the file enters the vault
Keep upload choices explicit so the operator knows whether the source is a file picker or a mobile camera capture.
Recent records
Current vault context
Use recent cards to keep the operator oriented before the next upload changes the list.
Practice Setup
BIR Certificate of Registration
Reference copy used during registration and onboarding reviews.
UpdatedUpdated today
BIRRegistrationCore
Client Delivery
Engagement Letter Template
Template is being refined for the first-offer and onboarding handoff flow.
UpdatedUpdated yesterday
TemplateClientReview
Compliance
Payroll Requirements Checklist
The checklist exists in planning notes but has not been added to the vault yet.
UpdatedNeeds upload
PayrollChecklist