Capture
Documents
Per-engagement Drive folder, indexed automatically. Each doc links to the interviews and processes that referenced it.
Type
Document
Requested from
Date
Status
CSV
India vendor master export
Aanya Sharma
2026-04-22
received
XLSX
Close checklist W3 (Excel)
Lukas Hoffmann
2026-04-19
received
DOCX
Bank portal access list
Pierre Dubois
2026-04-25
waiting
PDF
Salesforce → NetSuite sync field map
Rajiv Patel
2026-04-20
received
XLSX
UAE tax provision worksheet
Ahmed Hassan
2026-04-30
waiting
XLSX
Intercompany matching cheat sheet
Lukas Hoffmann
2026-05-02
in-progress
PDF
Bill.com config + approval rules
Maria Gonzalez
2026-04-21
received