{% if not request.query_params.get('onboarding') %}
Permanent documents belong to the client master. Acceptance, independence, conflict, engagement-letter and other AQMM requirements are completed from the applicable engagement according to its Assurance / Non-Assurance classification.
{% endif %}
{% if request.query_params.get('onboarding') %}
Client Onboarding · Permanent Documents
Complete the legal/KYC document checklist
The client master has been created. Upload the standing documents below using the existing permanent-document, versioning and branch-local-storage workflow. Engagement-specific AQMM formalities are intentionally completed only inside the relevant Assurance / Non-Assurance engagement.
Onboarding status
{{ 'Document checklist complete' if onboarding_complete else 'Documents pending' }}
{% for item in onboarding_checklist %}
{{ '✓' if item.complete else '!' }}
{{ item.label }}
{{ 'Uploaded' if item.complete else 'Required to complete onboarding' }}