Step 9 — Filing & Document Security Checklist

Implemented components — requires live testing

• Separate company filing folders and owner selection
• Employee PDF intake request, temporary upload authorization, upload completion and automatic filing services
• Owner private upload, registered document list, temporary Open/Print PDF links
• Recycle Bin, Restore, retention-hold protection and activity records
• Owner employee-intake oversight and document alerts in portal
• Master-form inventory, requirement matching and company separation checks

Not yet verified or finished

1. Original master PDFs: import, review and match 17 ELTA and 13 S&L originals. Never mark missing forms matched.
2. End-to-end employee intake: test login, membership, request, signed upload, file content, correct company folder and completion alert.
3. Owner controls: test Add, Open, Upload, Save, Print, Remove and Restore with real PDFs on phone and desktop.
4. Folder hierarchy: verify all 12 required driver/carrier/employee folder templates, nested navigation and active document counts.
5. Security: test unauthorized employee, wrong-company access, cross-employee access, signed URL expiration, file-type/size limits and retention holds.
6. Activity audit: verify preview, download, print, deletion and restoration events, and actor identities.
7. Notifications: owner portal alerts exist; delivery to Shameila@eltalogisticsllc.com is not confirmed.
8. Operations: validate invoices, driver deductions, factoring and banking records; actual transfers require a connected payment provider and authorization.
9. Onboarding: verify ELTA employee/driver and S&L carrier/dispatcher document packets and e-signature flows.
10. Deployment: verify live Tiny.host navigation and all owner/employee screens without changing approved public artwork or layout.

Acceptance rule

Mark a requirement complete only after its approved original PDF exists in private storage, belongs to the correct company, has been reviewed and the relevant action passes end-to-end testing.