{% extends "ui/templates/base/layout.html" %} {% block content %}

Permanent Client Documents

Store standing records like registration documents, GST, PAN/TAN, KYC, bank and agreements outside financial-year folders.

Engagement Documents
{% for client in clients %} {% else %} {% endfor %}
Client Code Branch Action
{{ client.client_name }} {{ client.client_code or '-' }} {{ client.branch_id or '-' }} Open Permanent Vault
No clients available for permanent document access.
{% endblock %}