Evidence pack

Readiness is the state in which every document a supplier needs is on file, in date and available to share without last-minute chasing.

Chain of custody is the documented trail of who uploaded, reviewed, approved and shared a supplier document, from the moment it entered the system to every place it has since been sent.

An audit trail is the time-stamped, immutable record of every action taken on a supplier document - upload, review, approval, share and expiry - that lets a third party reconstruct exactly what happened, when and by whom.

Minimum viable evidence is the smallest set of documents that genuinely answers the question a client, auditor or regulator is asking - no more, no less.

How a purpose-built supplier document platform compares to Google Drive, SharePoint and Dropbox, with a fair read on where each is genuinely better and why most teams end up using both.

The documents to include in a client evidence pack for due diligence, procurement or audit and how to keep the pack always current.

A practical, end-to-end guide to supplier document management: what to collect, how to track expiries, how to share proof with clients and how to keep it all effortless.

A one-page template for what a proper client evidence pack should contain. Pick the sections that apply and copy the outline.

A tidy starter list of the documents most teams should hold for a new supplier. Tick them off, copy or download.