Bring the document and the decisions around it.

Template and output

• A redacted blank template and fictional completed example.
• Required output formats, page layout and accessibility needs.
• Sections that repeat or appear only under certain conditions.
• The person allowed to change the template.

Source information

• The system or person responsible for each required field.
• Validation rules for amounts, dates and identifiers.
• What happens when a source is missing or unavailable.
• Which values are copied once and which can change later.

Review and finalization

• Who reviews, approves, signs and receives the result.
• What changes invalidate a previous approval.
• How rejection, absence and expired requests are handled.
• The approved final record location and access owner.

Release and ownership

• A small first document type and sample test cases.
• The current process to use if the new flow is unavailable.
• Who resolves exceptions and maintains provider connections.
• Retention requirements supplied by the responsible adviser.

Keep real records and credentials out of the initial inquiry. Describe the setup first and agree a suitable way to review examples.