Documents

Shared firm documents and engagement documents visible to the consultant.

Open Document Centre
{% set docs = payload.document_centre if payload.document_centre is defined else {} %}

Engagement Documents

{% for doc in docs.engagement_documents[:8] if docs.engagement_documents is defined %}
{{ doc.title }}
{{ doc.document_code or '-' }} • {{ doc.document_type or '-' }} • {{ doc.client.client_name if doc.client else '-' }}
{% else %}
No engagement documents available.
{% endfor %}

Permanent Documents

{% for doc in docs.permanent_documents[:8] if docs.permanent_documents is defined %}
{{ doc.title }}
{{ doc.document_code or '-' }} • {{ doc.category or '-' }} • {{ doc.client.client_name if doc.client else '-' }}
{% else %}
No permanent documents available.
{% endfor %}