Everyday workspace · Documents
Documents edited together in the browser
Proposed interface concept Not released. A design for discussion, drawn in HTML and CSS; not a screenshot of working software.
The document editor is the counterpart to Word and Google Docs: three people in one policy at once, presence and cursors, margin comments with replies and resolution, a saved version number and version history, and a breadcrumb back to the team library the file lives in. The frame (title, sharing, comments, history) is Office Unbound’s own; the editing surface inside it comes from Collabora Online or ONLYOFFICE Docs, whichever the deployment selects, and the status bar says which.
Proposed interface concept Not released · example data · subject to change
Northfield Accounting · Policy OPS-07
Data retention policy
1. Purpose
This policy sets how long Northfield Accounting keeps client and business records, where they are stored, and how they are disposed of when the retention period ends. It applies to records in mail, Files, team librariesPriya Nair and the practice management system.
2. Retention schedule
| Record | Kept for | Counted from | Disposal |
|---|---|---|---|
| Client tax workpapers | 7 years | End of engagement | Secure delete |
| Payroll records | 6 years | End of tax year | Secure delete |
| Engagement letters | 10 years | Date signed | Archive, then delete |
| General correspondence | 3 years | Date sent | Automatic |
| Unsuccessful applications | 1 year | Decision date | Automatic |
3. Where records are kept
Client records live in the Client files library, which is backed up nightly. Copies synced to laptops are not separate records: removing a file from the library removes it from every synced device.
Shape this before it is built
This screen is a proposal. Register interest to follow development and test early releases, or help build it.
Add chat channels to this list? Client discussions happen there too.
Should payroll be 6 or 7 years? Our engagement letters say we keep everything for 7.
7 — align it with the tax workpapers. @Tom Haddad can you confirm with the payroll provider?