The business-specific assignment
Use the partner’s manifest and exhibit order. Keep production status distinct from TEST processing and official acceptance.
Your coordinator: Production managers and filing operations leads.
The source context may include routine exhibits, approved report sections and existing html revision queues.
Illustrative production scenario
A missing referenced image is a package blocker even when the primary HTML looks correct in an operator’s cached browser.
This is an example of the control to test, not a measured client result or an accepted filing. Ask the named reviewer to define success before production starts.
Inputs and outputs
Provide these inputs:
- Primary document and all companion files
- Client-approved exhibit order and naming instructions
- Applicable taxonomy set if tagging is in scope
A scoped handoff can contain:
- Filename/role/version manifest
- Referenced-asset and internal-link findings
- Organized review package with open-item disposition
Review focus
- Check filename case, relative paths and matching references.
- Keep unrelated client files and source drafts out of the delivery folder.
- Verify the proof was generated from the same package version.
Your filing team owns issuer communication, form decisions, final approval and submission.
What is outside this assignment
The client determines legal exhibit classification and submission metadata; assembly does not establish acceptance.
Confirm your platform, processing-location policy and exact handoff layer before a pilot.
Plan the handoff
Agree source freeze, version naming, one instruction stream, correction allowance and escalation contact. Confidential materials belong only in the separately approved transfer route.
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