Total Documents
12,847
+324 this month
Storage Used
42.3 GB
42% of 100 GB plan
Pending Signatures
9
3 due this week
E-Signed This Month
186
+24% vs July
Storage usage
42.3 GB of 100 GB used
KYC: 18.4 GB Statements: 12.1 GB Tax: 6.3 GB Other: 5.5 GB
All Documents 12,847
KYC Documents 4,312
Tax Documents 1,847
Statements 3,921
Insurance 1,203
Legal 564
Signed Documents 892
Recent documents
Latest uploads across the practice
📄
PAN_Card_Vikram_Agarwal.pdf
KYC · 2.1 MB · 12 Jan 2024
📄
Aadhaar_Shalini_Mehra_Masked.pdf
KYC · 1.8 MB · 15 Mar 2024
🗎
Form_16_FY2025-26_Rohit_Kapoor.pdf
Tax · 3.4 MB · 15 Jun 2026
📈
Portfolio_Statement_Aug2026_Nandini_Subramanian.pdf
Statement · 4.2 MB · 1 Aug 2026
Pending signatures
Documents awaiting e-sign or physical signature
9 pending
RK
Rohit Kapoor
Investment declaration FY 2026-27
Due 20 Aug
NS
Nandini Subramanian
Updated bank mandate form
Due 21 Aug
PB
Prakash Bhatia
AIF suitability acknowledgement
Overdue
AI
Ananya Iyer
FATCA self-certification
Queued
Document audit trail
Tamper-evident access and action log
Document uploaded: Portfolio_Statement_Aug2026
By system · Client: Nandini Subramanian · IP 192.168.1.105
Today
08:30
Document viewed: Form_16_FY2025-26
By Rishi Mehta · Role: Advisor · IP 192.168.1.42
Yesterday
14:15
Document signed: Investment_Mandate_2026
By Vikram Agarwal · Aadhaar OTP · eSign ID ES-789456
16 Aug
11:45
Document downloaded: KYC_Consolidated
By compliance team · Purpose: annual audit · IP 10.0.4.22
15 Aug
16:00
Sentinel Copilot
Three clients are missing updated KYC proofs before the September compliance deadline: Vikram Agarwal, Ananya Iyer, and Prakash Bhatia. I can trigger upload requests and link them to the KYC detail page.
Request documents View KYC gaps Schedule follow-up
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