01
List what you actually have
List item types, quantities, condition, location and who can provide access. For documents, distinguish originals and copies; for digital data, identify source and format; for property, explain inspection access. Do not discard parts as unimportant before discussing them with a specialist. Identify missing material and why it is unavailable. An inventory supports a better assessment than a large unexplained archive with no clear connection to the questions the examination needs to address.
02
Do not improve an original before handing it over
Paper annotations, surface cleaning, repairs or re-saving a file can change relevant features. Preserve the source condition and disclose actions already taken. Communication copies should remain separate from originals. Digital provenance and transfer records can help; an integrity value supports file comparison but does not itself prove the content is true. The specialist determines handling arrangements against the task and applicable rules rather than treating every type of material in the same way.
03
Agree on the process before sharing sensitive records
An initial anonymised description of the question and material is enough. Once the provider is selected, clarify lawful access, transfer channel, required set and storage conditions. Identity records, medical histories, private conversations and passwords do not belong in the general website form. Formally appointed examinations must also follow the required provision process. Know the recipient, transfer record and return arrangements before sending the only original rather than settling those details afterwards.
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Start a conversation ↗Two more useful questions
Should I send all documents through the form immediately?
No. Start with the topic and a material description without sensitive detail. The required set and secure channel follow the initial review.
Is examination impossible if the other party holds the original?
Not always. Describe the copies and question. Feasibility and limits need assessment; obtaining the original may require steps through the appropriate process.