Copyable workflow
Client document request checklist
A reusable checklist for request scope, secure upload, malware scanning, replacement requests and acceptance evidence.
How to use it
Copy, assign owners, then attach real evidence.
A checklist is useful only if each item has an owner and a verifiable state. Do not mark an item complete because a tool returned a green badge.
- [ ] Requested document types and purpose stated - [ ] Request expiry and recipient verified - [ ] File type/size and malware checks enforced - [ ] Reviewer compares the exact stored file - [ ] Replacement reason recorded when rejected - [ ] Acceptance/acknowledgement event retained
Checklist
What complete should mean.
01
Requested document types and purpose stated
02
Request expiry and recipient verified
03
File type/size and malware checks enforced
04
Reviewer compares the exact stored file
05
Replacement reason recorded when rejected
06
Acceptance/acknowledgement event retained
Scope discipline
The template is an operating aid, not certification.
Use the checklist to structure evidence, ownership and review. It does not replace the authoritative system, regulator, specialist audit, legal advice or professional judgement that may apply to the underlying job.
- Acknowledgement is workflow evidence, not a legally sufficient e-signature claim
- PDF/JPEG/PNG only within current file-size bounds
- No public share links or arbitrary sensitive-document suitability claim