The job of this console
Assemble the pack, attach references, sign off. Fix a wrong number on the source, then refresh.
Projects · Dossiers
Dossiers
Evidence packs composed from live entities — projects, tickets, invoices — with governance sign-off, not a shadow document mart.
Scroll to Flowcharts. Scenario: Assemble a dossier from live records.
Evidence pack
A binder of live records, not a second archive
Dossiers compose projects, tickets, and invoices you already have. Sign-off lives on the pack; the entities stay canonical.
Projects → Dossiers
Route
/dossiers
Org flag dossiersEnabled
Project Manager · HR Admin · Executive · Admin
Seat at the table
PMs, HR, executives, admins with dossiersEnabled. Recipients may get an export, not edit rights.
The working rhythm
Create pack, attach, review masking, sign off.
Moments that bring you here
Customer audit. Stage-gate evidence. Due diligence. After a launch.
ⓘ
Pack of references
Not the people vault and not compliance export. Do not store unmasked salary in dossier metadata.
Flowcharts
1 — Compose from sources
Attach live records, sign off the pack.
flowchart TD
A[Open Dossiers] --> B[Create pack]
B --> C[Attach Project / tickets / invoices]
C --> D[Review]
D --> E[Sign off]
E --> F[Sources remain canonical]
- 1OpenProjects → Dossiers.
- 2ComposeLinks to live entities.
- 3ReviewMasking applies.
- 4Sign offPack, not a new ledger.
Overview
Dossiers are packs of references. Admin compliance export is org evidence. People vault is HR files. Project files are delivery docs.
How to use
1. Link, don’t copy-only
If the product stores snapshots, still fix sources when wrong.
2. Mask
No raw pay.
3. Sign-off
Stored on the dossier, not only email.