Allowlist
Users
Name
Email
Other Data
Invoices
Status
Account
Last login
Actions
- Loading…
Viewer packs
Other Data packs
Stored once. Assign the same pack to as many users as you need.
Upload a zip such as CBI_client_viewer.zip, or create one from SEDAR+ files. The name is what the client sees. After you save a pack, open Edit to assign users.
| Pack name | Size | Assigned to | Added | |
|---|---|---|---|---|
| No packs yet. | ||||
Tracking
Jobs
Admin only. Same columns as the Completed Jobs spreadsheet.
Company
EDGAR
SEDAR
Pages
Docs
Charge
Extra
Cur
GST
Form
Filed
Invoice
Notes
Act.
- No jobs yet.
Billing
Invoice packs
Stored once. Assign the same pack to as many users as you need.
After you build a pack, open Edit to add PDFs or choose which users can see it.
| Pack name | Invoices | Assigned to | Size | Added | |
|---|---|---|---|---|---|
| No packs yet. | |||||