WEBVTT

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You prepared a report for an authorised engagement and need the
correct version in the room.

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Start with the appropriate data room and document categories.

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Your real report should identify date, source basis, scope and
review status, so recipients can distinguish a draft from an
approved professional conclusion.

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Use the correct room’s upload or Import control for a file you are
entitled to share.

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Select the intended report and check its version before
processing.

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AI can rename or classify a file, so compare the result with the
actual content.

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Check the final name and category in Documents.

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File handling is not professional approval; the responsible
reviewer still needs the source evidence and stated scope.

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The organiser’s Manage access panel separates workspace access
from external buyer and co-broker invitations.

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Check the intended person and side before changes.

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An invitation is not unrestricted access: NDA, identity and
approval requirements can still apply.

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Viewing a document does not give a reader these organiser
controls.

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For your upload, verify final name, category, version and
visibility after processing.

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AI filing can need correction and does not approve a conclusion.

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Confirm the draft with its reviewer before a wider share.

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The outcome is a traceable report in the right category and
audience, with professional review kept distinct from automated
document classification.