File the record of a completed review
A PDF report of who reviewed what and when, with the approved documents and the approval evidence, saved with the matter.
Screenshots are taken from the app on every release. Updated 13 October 2026.
Every reviewer has approved the resolutions for Project Alpha. Before the documents go out, the file needs the proof: who reviewed them, in what order, on whose behalf, and on what evidence. Compliance may ask for it next year; the client may ask for it next week.
The screening keeps that record. Download it once the review is complete and file it with the matter. One question decides what you download: does the reader need the record of the review, or only the documents?
Check that the review is complete
Open the screening. When every step is approved it says Screening complete, with "All of the documents in the Screening have been approved" under it.
Read the summary under the heading. It says how many steps were approved, how many documents are in the screening, and how much approval evidence is on file. If a step was approved on a reviewer's behalf and nothing was filed to back it, it says No Approval Evidence on file. The screening cannot take evidence any more, so put the mandate on the matter's file beside the report.
Hover over a step in the chain to see its reviewer.
Download the report
Click Download report under the review chain. It takes a moment to put together; the progress shows at the bottom left, and your browser saves the file when it is ready.
Open the download. It is a ZIP file named after the screening, and it holds:
- the report, a PDF with the screening's title, the documents reviewed, a table of each review step with who was responsible and who reviewed it, and the activity log: who did what, any comment, on whose behalf, and the date and time
- a "Documents" and an "Appendix" folder, with a folder for each document holding its versions
- an "Evidence" folder with the approval evidence, filed under the step it backed
Download only the documents
Click Download files under the document list. You get the same folders without the report: what you need to send the approved documents on, not to prove how they were approved.
Read the activity log
The activity log runs down the right of the screening: uploads, approvals, send-backs and changes of reviewer, with who and when. The report prints the same activity, so read it here when you only need to answer a question about the review.
File it with the matter
Upload the report, and the documents if the matter needs them, to the matter's documents, where the team will look for them. See keep the matter's documents in order.
| Who needs it | What to download | Why |
|---|---|---|
| The firm's compliance file | Download report | The PDF is the record of the review; the folders hold exactly what was approved |
| The client, with the final documents | Download files | The documents and their versions, without the report. Take the "Evidence" folder out first: it is the firm's own |
| A colleague asking who approved the minutes | Neither | Hover over the step, or read the activity log on the screen |
Tips from practice
- Download the report when the review completes. It records the screening as it stands when you download it, and each download is itself logged on the screening.
- Rename before you file. The report's ZIP is named after the screening, but Download files gives every screening's documents the same general file name. Rename both, with the screening and "review record" or "approved documents", so nobody opens the wrong one.
- The report states what happened, not that it was enough. It shows the approvals and the evidence on file; whether a mandate was valid is still the firm's judgement.
- Name screenings for the file. The title becomes the file name and the report's heading, so "Beta Holding A/S, board minutes, 12 March" serves better than "Review".
How the review got here: review and approve a document in a screening and change the review chain during a review.