No signup. A blank worksheet, not an app import file. Keep any completed copy private.
Prepare only requested history
Start with the provider’s request. A short factual copy with relevant sources is more useful than unrelated notes and private documents.
The paperwork review
- Recipient confirmed
- Connected item identified
- Requested history selected
- Source documents readable
- Private details reviewed
- Final copy inspected
- Return paperwork to file
A fictional service request
Example provider asks for the item identity and two prior invoices. The owner prepares those three records, without the rest of the collection.
File the return paperwork afterward
Inspect attachments before sharing. Keep the resulting invoice and completed work in the dossier afterward. This checklist does not diagnose a problem.
Reviewed October 2, 2026.
Sources Coldbore on the App Store