Documents & Audit
Every OMC document and compliance record in one secure place.
Store OMC documents, AGM records, sales pack attachments and director evidence — all linked to the correct OMC and searchable across your portfolio.
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Search OMCs, members, tasks…
JT
Documents
+ UploadOMC Docs
42
AGM Docs
19
Sales Packs
27
Audit Packs
6
DocumentTypeUpdated
Signed Accounts 2025.pdfFinancials05 JulView
AGM Notice Pack.pdfAGM12 JunView
Insurance Schedule.pdfInsurance22 MayView
RBO Confirmation.pdfGovernance18 MayView
Evidence Base
Audit Packs
OMC document library
- Central OMC document store
- Categorised by document type
- Version and upload history
AGM document linking
- Attach documents to AGM notice packs
- Post-AGM records retained
- Linked minutes and resolutions
Sales Pack attachments
- Attach documents to sales pack replies
- Included in solicitor ZIP export
- Retained for audit copy
Director / RBO sensitive documents
- Director ID storage
- Proof of address
- RBO evidence
Report generation
- Members, directors and RBO exports
- Service charge and demand exports
- AGM audit exports
Audit-ready packs
- AGM audit pack
- Sales pack ZIP export
- Compliance evidence bundles
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