Best practices before sending

Final QA before share links or exports leave your inbox.

When to use this

Run before every external send — clients, venue, freelancers.

Content review

  • Project name and revision clear
  • Sensitive notes (passwords, private IPs) removed or redacted
  • Presentation mode set appropriately for audience
  • All zones/walls/racks included that recipient expects

Technical review

  • Saved latest changes
  • Share link tested incognito
  • Mobile check on one phone
  • Export PDF opens and text is readable

Message to recipients

  • State doc owner and contact
  • Note known TBD items
  • Explain how to request rev 2