Choose your personal review scope
Define the scope of your personal review. Different records may need different supporting documents.
Check files and their item links
- Choose the collection records to review.
- List the document types you personally want to keep for each.
- Open each document and check its item link.
- Record missing, unreadable, or outdated material as separate exceptions.
- Choose one useful follow-up action for each unresolved gap.
Name unresolved document gaps
The result should name what you checked and what remains unresolved, with a review date.
Keep external requirements separate
A missing optional document does not mean the item is unlawful or the record cannot be saved. Check external requirements with their actual source.
Reviewed October 2, 2026. App steps were checked against the source and public listing, rather than a fresh installed-app walkthrough. Labels can vary by installed version.
Sources Coldbore on the App Store