Evidence · 7 min

Keep case evidence identifiable and governed

Make source, version, relevance and access clear for material documents.

Evidence needs more than a file upload. A later reviewer should know what the file is, where it came from and whether it is the authoritative version.

Step 01

Name and describe

Use an approved naming convention and record the source, received date and relevance.

Step 02

Control versions

Identify the current authoritative document while retaining required history and legal-hold considerations.

Step 03

Verify access

Test download, scanning and visibility with representative authorized and unauthorized accounts.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Credit card required. Automatic billing after 30 days.