Practical review guide · Free worksheet

Check an Evidence Pack before sharing

Direct answerReview the intended recipient, scope and access route before sending an evidence export. Share only what serves the documented purpose and preserve the sent version.

Reviewed by ComplyFolio. Sellers and reviewers maintaining product evidence and preparing publication decisions.

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Review procedure

These are suggested operational checks to apply to your own evidence. They are not additional legal requirements or claims that the workspace automates this entire task.

Step 1

Match the requested product and evidence scope to the recipient's actual request.

Step 2

Inspect the file list for unrelated products, personal data and private notes.

Step 3

Test the intended access route using a non-sensitive sample where appropriate.

Step 4

Record the exact shared version, recipient purpose and any expiry or follow-up arrangements.

Worked example

A seller prepares a pack for a marketplace request but accidentally includes an unrelated supplier's files.

What the reviewer finds

  • The archive contains files for another product.
  • An internal review note includes unnecessary personal information.

Resulting record

A sharing checklist and sent-version reference.

Boundary: This checklist does not itself authorize sending data or determine contractual confidentiality obligations.

This scenario is fictional. It illustrates a review decision, not a customer outcome or a compliance determination.

Download the blank working record

The Markdown worksheet includes the procedure, the fields below, and space for findings, evidence, owners and retests. It contains no pre-approved findings. Edit it locally without an account.

Download review worksheet (.md)

Record what you observed, including unknowns. Link each decision to a source and keep unresolved questions assigned to an owner. Share completed records only through an appropriate authorized route.

Primary references and scope

The references provide the legal or technical context. The procedure and worksheet are ComplyFolio working suggestions, not official forms or a certification standard.

This checklist does not itself authorize sending data or determine contractual confidentiality obligations.

Editorial and correction policy

Connect the review to your product record

Use the free workspace for an initial public product-page review, then add the manual evidence and decisions this guide requires. A page scan cannot inspect private supplier files or complete every user journey.

Start with a public product page

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