Files awaiting review
File
Commission release checklist
The older eight items that the sign-off below checks before a commission can be released.
Open a file to review it
Sign-off
Open a file first
Commission on this file
No commission statement (CDA, which is the paper showing who gets paid) yet
Documents in the file
No documents read yet
History
Nothing recorded yet
Give an outside auditor read-only access
No client names, emails or phone numbers. The link expires on its own, and you can turn it off any time.