Client Document Flow (fictional demo)

A working demo of version-exact policy sign-off and site follow-up for a multi-client health-and-safety and HR agency

Try it in your own private workspace with fictional clients. Assign a policy, acknowledge it, publish a new version, then inspect a site on your phone and close the follow-up.

All data is fictional. Nothing is sent, signed or decided for real. Each visitor gets a private workspace.

What you can try

• OutstandingSuperseded

  Policy sign-off by version

  Assign Safe Lifting Policy v1, acknowledge it as an employee, publish v2 and watch renewed work appear while v1 is kept.

• OpenClosed

  Site checklist to follow-up

  Fill in a short checklist on a phone, raise a finding with an owner and due date, then close it with history.

• OverdueCompleted

  Client boundaries

  Switch to Client B and see that Client A's people, documents and records stay out of reach.