Closing files
Daily clearance — due today, overdue, and blocked across every file
Closings in the next 14 days
Open a file — contract basics
v1 intake is manual — email-driven auto-intake is v2. The file opens at Stage 1 (Intake); Barbara's exam items and the examiner's items are added on the file page.
Users & Access — Scott Mills is the sole administrator
Add a user
Staff seats go live in v4. Anyone added here can sign in through Cloudflare Access with a one-time PIN to that email.