{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}

Shared Documents

Documents visible through your active client links. Internal firm-only documents are not listed.

Engagement Documents

{% for doc in docs.engagement_documents %}
{{ doc.title }}
{{ doc.client.client_name if doc.client else 'Client' }} • {{ doc.document_type }} • {{ doc.financial_year }}
v{{ doc.current_version_no }}
{% if doc.versions %}
Latest file: {{ doc.versions[0].original_filename }}
{% endif %}
{% else %}
No engagement documents found.
{% endfor %}

Permanent Documents

{% for doc in docs.permanent_documents %}
{{ doc.title }}
{{ doc.client.client_name if doc.client else 'Client' }} • {{ doc.category }}
v{{ doc.current_version_no }}
{% if doc.versions %}
Latest file: {{ doc.versions[0].original_filename }}
{% endif %}
{% else %}
No permanent documents found.
{% endfor %}
{% endblock %}