Exchange
Create and manage an Exchange case
Set acceptance criteria, invite a scoped vendor, and keep source files, deadlines, and activity in one controlled case.
- For
- Document owners, vendor managers, and workspace operators
- Typical time
- 10 minutes to create
Before you start
- Available active Exchange case capacity
- A source document and a clear owner for the final decision
Procedure
Step by step
Create a new case
Add a clear title, source document, requested outcome, due date, and acceptance criteria before inviting a vendor.
Define finished
Write criteria that can be reviewed against the returned revision, such as tagging, reading order, tables, forms, validation evidence, and visual preservation requirements.
Invite the vendor
Send the case-scoped vendor invitation through the supported workflow. Vendor access reveals only the case data and actions needed for that assignment.
Track milestones and activity
Use the case timeline, comments, evidence, deadlines, and status transitions rather than moving files through untracked email threads.
Case lifecycle
The normal path moves from draft through assignment, vendor work, submission, QA review, approval, controlled delivery, and archive. Requested changes create a resubmission path instead of overwriting the prior revision.
Vendor access
Vendor and recipient links are scoped, expiring where applicable, and stored as hashes. Do not forward a vendor link to another person or use one case as a general shared drive.
Related guides
- Review, approve, and deliver Exchange workCompare immutable revisions, verify evidence, request changes, approve the right submission, and create controlled delivery access.
- Manage workspaces, members, invitations, and rolesKeep work in the right workspace, invite teammates, assign least-privilege roles, and transfer ownership carefully.
- Understand plans, billing, and usage limitsRead workspace allowances, choose a plan, start checkout, and understand which limits apply to each workflow.