Exchange
Review, approve, and deliver Exchange work
Compare immutable revisions, verify evidence, request changes, approve the right submission, and create controlled delivery access.
- For
- Case owners and accessibility reviewers
- Typical time
- Varies by case
Before you start
- An Exchange case with a vendor submission or pending action
Procedure
Step by step
Open the action inbox
Start with overdue cases, inactive vendors, submitted revisions awaiting review, and requested resubmissions.
Review the returned revision
Compare the current immutable revision with the source and evaluate every acceptance criterion and attached evidence.
Approve or request changes
Record a specific decision. Requested changes preserve the submitted revision and require a new resubmission rather than replacement in place.
Create controlled delivery
After approval, create a recipient link with the intended expiry and download allowance. Archive only after delivery obligations are complete.
Evidence and approval
The review workspace helps organize comparison and evidence. It does not certify the returned file. Preserve the criteria, checks, reviewer decision, and exact revision in the case record.
Notifications and summaries
Milestone notifications and daily summaries are designed to highlight meaningful actions rather than email every minor event. Users can manage supported notification preferences in settings.
Related guides
- Create and manage an Exchange caseSet acceptance criteria, invite a scoped vendor, and keep source files, deadlines, and activity in one controlled case.
- Request review and approve an exact versionAssign a reviewer, track due work, request changes, and bind approval to the version that was actually reviewed.
- Use API keys and signed webhooksCreate scoped integration credentials, verify signed webhook deliveries, and operate integrations without exposing secrets.