Intent REI OS

Signed-in user

Account Menu

4 sections

Account Menu systemBackup / Export CenterBackups and export packages

Signal wire

My Work: Assigned work, deadlines, and daily prioritiesAdmin Settings: Users, permissions, master data, and system settingsEntity Management: Legal entities, ownership structure, and CPA entity exportsOnboarding: Internal onboarding and setup workflowsData Quality Center: Duplicate, missing, and inconsistent dataBackup / Export Center: Backups and export packagesSystem Health / Test Center: System checks and test dataSystem Map: Operating system architecture mapReports: Reports and custom export viewsKnowledge Base: Operating knowledge and internal referenceDocuments: Project and company document managementContractor / Vendor Portal: External contractor and vendor accessMy Work: Assigned work, deadlines, and daily prioritiesAdmin Settings: Users, permissions, master data, and system settingsEntity Management: Legal entities, ownership structure, and CPA entity exportsOnboarding: Internal onboarding and setup workflowsData Quality Center: Duplicate, missing, and inconsistent dataBackup / Export Center: Backups and export packagesSystem Health / Test Center: System checks and test dataSystem Map: Operating system architecture mapReports: Reports and custom export viewsKnowledge Base: Operating knowledge and internal referenceDocuments: Project and company document managementContractor / Vendor Portal: External contractor and vendor access

Administration command

Backup readiness, export packages, restore review, and migration prep in one controlled surface.

Backup CenterWorkspace synced3 export-linked records

Preview mode

Records3Hosted records available for export

DatabaseReadyAuthenticated data path

Jobs0Export package workflow

Review0Pre-backup review status

Export package

Backup-ready records

Package focusProject document exportHosted records / Documents

ReadyTenant pendingAwaiting refresh

RecordAreaStatusValueDue

Project document exportHosted recordsDocumentsExport sourceReady-Package valueOpenAvailability Project tracker packageHosted data tablesDatabaseExport sourceReady-Package valueOpenAvailability Owner report packageExecutive exportsReportsExport sourcePreview-Package valueOpenAvailability

Export workflow

Package controls

Confirm admin authorityConfirm restore/export authority and role access before any package action.

Refresh pre-backup reviewConfirm the audit trail and duplicate checks are clean before packaging records.

Review source documentsOpen hosted project and company files that feed the export package.

Confirm platform healthValidate data route health, tenant readiness, and storage posture.

Prepare reporting packageMove into owner-facing reports and custom export views.

Map package coverageOpen the product map so evidence links stay traceable back to every operational module.

Hosted jobs

Export history

Queued

Record a hosted jobNo hosted jobs yet / Awaiting request

Restore guardrail

Typed review

Restore executionBlocked

Review phraseRequired

Audit evidence

Job trail

Audit pending

Backup / Export CenterRecord a hosted job / Awaiting request

Connected modules

Admin links

Admin SettingsUser access, restore authority, and policy matrix

DocumentsProject and company documents

Project WorkspaceProject source records and packet context

Data Quality CenterMissing and duplicate records

System Health / Test CenterSystem checks and test data

ReportsReports and custom export views

System MapRoute inventory, ownership, and workflow map

FinanceFinance records included in CPA and owner packages

Entity ManagementLegal entity package context

Knowledge BaseBackup, restore, export, and import procedures

Platform

Readiness

Workspace statusPreview mode

File systemClean

Pending changes0

Refresh postureCurrent