Integrations

• Document source. Establish the authority behind attachments and external references used for deeds and agreements.
• Document delivery destination. Agree where a scoped packet is sent and which receipt confirms acceptance.

For each document source, agree who may attach a file, change its external reference and mark it verified. Keep source identifiers stable enough to support a later inquiry. For a delivery destination, define what a provider reference and receipt mean before a packet is marked Shared. An uncertain delivery needs investigation of the original attempt. The team should also agree who can inspect receipt attachments and how long the sharing scope remains valid. Assign each person the packet, verification or review responsibility they need, and check their access during setup.