Admin Dashboard
Overview of all clients and their document status. Manage documents and track progress.
Active
0
Total Clients
3 new this month
Action Needed
0
Clients with Pending Docs
Require immediate attention
Completed
0
Total Completed Documents
12% increase from last month
Client Directory
Click a client name or code to manage their documents
Client Client Code Pending Docs Completed Docs Last Activity Actions
Showing 0 of 0 clients
/ Client Document Window
Client Name CODE
email@example.com +91 9876543210 Segment: Individual RM: Relationship Manager
Document Overview
Pending: 0 Completed: 0 Total: 0
Document Actions
Request documents from clients or manage uploaded documents
Request Document from Client
Outgoing Request
What exactly do you need from the client?
Helps to filter documents later
By when should client upload?
Visible in tracking table as remark
Client Upload / Send Document
Incoming from Client
Name of the file they are sharing
This is just for prototype. No real upload happens.
Client Documents
Update status as Good / Replace / Incorrect / Completed etc.
Title Direction Status / Quality Due / Last Date Priority / Notes Actions
Analytics & Reports
Track document submission trends, compliance rates, and client engagement.
2.4
Avg. Response Time (days)
Improved from 3.1 days
87%
Compliance Rate
Up 5% from last month
142
Total Uploads (30 days)
24 more than last month
Document Status Distribution
Chart visualization would appear here in a real application
User Management
Manage system users, roles, and permissions.
User Role Email Last Active Status Actions
AD
Admin User
System Administrator
 Administrator admin@taxque.cloud Just now Active
AS
Anita Sharma
Relationship Manager
 Manager anita.sharma@taxque.cloud 2 hours ago Active
RV
Rohan Verma
Document Specialist
 Specialist rohan.verma@taxque.cloud Yesterday Active
System Settings
Configure system preferences, notifications, and document handling rules.
Notification Settings
Document Settings
Default due date for new requests
Days before due date to send reminder
Comma-separated list of allowed formats
Action completed successfully