{% set resources = resources or {} %}

Engagement Data & Documents

Tally/accounting storage and engagement files are available here before the task checklist.

Open Full Document Register
Tally / Accounting Data
Client accounting .act path
{% if resources.storage_node_name %}{{ resources.storage_node_name }}{% endif %}
{% if resources.accounting_local_path %}

This follows the existing branch Storage Node → FY → Client → Accounting convention used by the Local Agent.

{% elif resources.accounting_relative_path %}
{{ resources.accounting_relative_path }}

The relative accounting path is known, but this branch does not currently expose a configured local storage root.

{% else %}

Accounting path is unavailable for this engagement.

{% endif %}
Current Engagement Files
{{ resources.document_options|length }}
{% for doc in resources.document_options %}
{{ doc.title }}
{{ doc.document_type|replace('_',' ')|title }} · v{{ doc.version_no }}{% if doc.latest_filename %} · {{ doc.latest_filename }}{% endif %}
{% if doc.storage_status %}{{ doc.storage_status|replace('_',' ')|title }}{% endif %}
{% if doc.latest_relative_path %}
{{ doc.latest_relative_path }}
{% endif %}
{% else %}
No engagement documents uploaded yet.
{% endfor %}
Upload from Engagement Page

Choose the task category so the file remains linked to the existing task/evidence workflow.

{% if resources.default_upload_task_id %}
{% else %}
No task is available to receive an engagement upload.
{% endif %}