Review answers and documents

Review a response

1. Open Information collection and select the client’s collection.
2. Read Current information and check the active request’s progress.
3. Open each received file before accepting it.
4. Use Accept evidence when the document meets the request.
5. If it is unsuitable, choose Request replacement and explain what is needed.

Receiving a file and accepting it are separate steps. A completed client form can still need office review.

A document is unavailable

Read the client’s explanation. If your office allows the requirement to be waived, use Waive and record a reason. Otherwise ask for a replacement or more information.

Two answers differ

Open Conflicts and compare the current office value with the client’s submission. Choose the correct value and record the reason. The history keeps the earlier revisions.

Check what remains

Look for missing required answers, unresolved differences, and document blockers before considering the collection ready.