@extends('layouts/layoutMaster') @section('title', ($providerDetails->display_name ?? 'Provider') . ' — Documents') @section('vendor-style') @endsection @section('vendor-script') @endsection @section('content') @php $provId = $providerDetails->uuid ?? ''; @endphp

Provider Details

Document types, templates and checklists configuration.

@include('providers.administrator._header', ['providerDetails' => $providerDetails])
@include('providers.administrator._nav', ['activePage' => 'documents', 'providerDetails' => $providerDetails])
{{-- Stats --}}

Doc Types

{{ $stats['doc_types'] ?? 8 }}

Templates

{{ $stats['templates'] ?? 4 }}

Checklists

{{ $stats['checklists'] ?? 15 }}

With Samples

{{ $stats['with_samples'] ?? 6 }}

{{-- Document Types --}}
Document Types
Defined document types that can be requested from clients.
Document Type Accepted Formats Sample Template Status
Financial Statements Annual financial statements for audit
PDF XLSX Active
Bank Statements Monthly bank statements
PDF — Active
Tax Computations Income tax computation workpapers
XLSX PDF Active
SSM Returns Annual return filings
PDF DOC — Active
Board Resolution Board meeting minutes and resolutions
PDF DOCX Active
Payroll Records Monthly payroll and EA forms
XLSX CSV — — Active
{{-- DR Templates --}}
DR Templates
Pre-configured document request templates grouped by job type.
{{-- Template card 1 --}}
Statutory Audit Pack
Statutory Audit

Checklist: 5 documents

Financial Statements Bank Statements +3 more
{{-- Template card 2 --}}
Tax Filing Pack
Tax Filing

Checklist: 4 documents

Tax Computations Payroll Records +2 more
{{-- Template card 3 --}}
Secretarial Annual Pack
Secretarial

Checklist: 3 documents

SSM Returns Board Resolution +1 more
{{-- Template card 4 --}}
Advisory Onboard Pack
Corporate Advisory

Checklist: 6 documents

Financial Statements Board Resolution +4 more
{{-- Job Doc Checklist --}}
Job Document Checklist
Default documents required per job type.
Job Type Document Type Required Status
Statutory Audit Financial Statements Active
Statutory Audit Bank Statements Active
Statutory Audit Board Resolution — Active
Tax Filing Tax Computations Active
Tax Filing Payroll Records Active
Secretarial SSM Returns Active
@endsection @section('page-script') @endsection