Document delivery

Keep content creation, sharing, sending, and publication as separate states.

When to use

• A requester needs a memo, letter, packet, report, or editable document.
• A finished document must be shared or sent to an authorized recipient.
• The workflow needs proof of recipient access or delivery.

When not to use

• The request is only for content research or a draft outline.
• Publication or external delivery has no explicit authority.
• The source material or brand assets are unavailable or unverified.

What you need