Folder & Form - Blank document handoff checklist
Suggested preparation worksheet | folderandform.com
Guide: https://folderandform.com/resources/document-handoff-checklist

Use the project's actual agreement. Delivery and access are distinct from
acceptance. This checklist does not establish a legal retention schedule.

DELIVERY
Project / collection reference:
Source boundary and cutoff:
Deliverable references, revisions, formats and purposes:
Relationship between data, source map and exception notes:
Approved destination and audience:

CHANGES AND CHECKS
Transformations performed:
Source-to-output or name/location map:
Acceptance criteria agreed:
Checks actually performed:
Coverage (all records / specified sample / other):
Known limits of the checks:

OPEN QUESTION - repeat for each unresolved item
Stable reference:
Question:
Effect on the output:
Decision owner:
Status and next action:

RECEIPT AND ACCEPTANCE
[ ] Authorized recipient can access the intended files.
[ ] Files open in the agreed receiving workflow.
[ ] Deliverable manifest matches the received collection.
[ ] Changes and exceptions are understandable.
[ ] Acceptance review performed by the designated person.
[ ] Corrections or replacements have clear revision references.

Receipt/access confirmed by/date:
Acceptance status, reviewer and date:
Remaining corrections:
Next handling step under the agreed retention/access policy:
Any separate deletion authorization reference (do not infer from delivery):