Admin • Plan & Shortcuts

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Deals (Kanban)
Pipeline, cards, documents drawer
Shipments
Shipments list & deal filter
Email templates
Default language and templates
Docs demo
Reference demo for doc flows
Readiness Rules
Rule viewer/editor for compliance readiness
Debug Token
Inspect ID token / claims (admin only)
Compliance rules (editor)
Doc catalog & rule sets (coming next)
Portal (debug)
Create invite & open portal
Next up
  • Compliance rules editor: manage docTypes and requirementSets.
  • Supplier Doc Vault inside the Supplier modal (versioned PDFs, scope metadata).
  • Deal Documents: inline URL/text evidence inputs and quick filters.