Can outside reviewers receive a narrower evidence set?
Yes. Create a separate view with the documents, fields and original-file access each reviewer needs, while keeping the wider internal correspondence private.
Prepare the evidence for a defined question
Gather the emails and document versions for diligence, an inquiry or an internal review. Keep findings with the material behind them, track unanswered questions and give each reviewer the information they need.
Diligence request
Please send the latest insurance certificate for our review.
- Company
- Acme Supplies
- Attachment
- diligence-questions.pdf
Document request
- Next step
- Request certificate
- Owner
- Mira
- Status
- Waiting
Keep missing-item requests and review status with supporting documents.
A review with a defined scope
Define what this review needs to answer
A deal review, regulatory inquiry and internal investigation may draw on some of the same records, but they need different scopes. Start with the question, requested categories and intended reviewers.
Build a review set from the emails and documents relevant to the question, with the period and sources it covers clearly identified. Reviewers can check the material available to them and record any known gaps.
Document versions and missing answers
Check the document version under review
Save useful groups of emails or documents in Collections. Use their available version history to check the agreement, report or notice under review and read the email explaining a revision.
Compare company names, document dates or issue categories in a reviewed table. Follow an important value back to the original material to check the basis of a finding.
Separate a document gap from an unanswered question
Assign requests for a missing certificate, clarification of a clause or a review step. Give each an owner, an optional due date and the documents they need to answer it.
Record the answer and the evidence used when the action is completed. This gives a second reviewer a useful starting point and helps avoid asking for the same material again.
Who can receive the review set
Choose the records each outside reviewer can receive
Give a deal lead, outside counsel or inquiry recipient a tailored set of documents or reviewed data. Choose separately whether they can open supporting links or download original files.
Use a frozen result when a particular disclosed version needs to remain identifiable. Review history and retention for the available source references, correction history and output lifecycle.
Make findings easy for another reviewer to check
Keep the review period, included sources and unanswered requests with the findings. A second reviewer can follow a conclusion to the document version and question behind it.
Your reviewers decide whether the material is adequate, legally relevant and sufficient for the conclusion. Permissions and retention settings govern how long the supporting documents remain available.
Related pages
Common questions
How can reviewers check which document version they used?
Where version history is available, open the version used for the review. Access permissions and retention settings still govern what a reviewer can read.
Make the evidence behind a finding easy to follow
Gather a review set, check the available document versions and keep requests and answers beside the documents they concern.