Keep the signed document and its audit trail together
Read the guide →Guide preview
Retain the output and the record that identifies its request; one is not a substitute for the other.
Relate the source, request and output, then give the next responsibility an owner.
Relate the source, request and output, then give the next responsibility an owner.
New to the topic? Begin with the first guide. Otherwise, go straight to the question you need to answer.
Retain the output and the record that identifies its request; one is not a substitute for the other.
Choose a small, understandable folder scheme and keep organization separate from access control.
Use the owner report to reconcile identifiers and records, while checking which artifacts it actually contains.
Being able to select a cloud file does not prove that completed records synchronize back to it.
Keep three identities distinct so corrections do not erase what was actually sent.
Completion is a handoff to a named owner, not the end of every related task.
Use the minimum information required for the task and keep access details in approved channels.
A reliable manual workflow is better than an assumed automation with no verified recovery path.
Judge the original workflow problem using actual observations, not the number of features adopted.