Identify the purpose
Explain what the document must achieve and how it will be used.
RESOURCES
Prepare a better document request.
Use these practical checklists to make your instructions clearer before you submit a request.
Confirm the parties
Use accurate names and roles; do not include unnecessary personal data.
Gather supporting materials
Provide current source documents, dates, key terms and relevant correspondence.
Specify the jurisdiction
Identify the country, state or region where the document will be used.
Set expectations
Mention deadline, preferred format and required review steps.
Keep final review in view
Have a qualified professional review matters that require legal advice.