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Systems & file handoffs · AI agents

Document comparison: systems & file handoffs

Plan how information enters and leaves the work. Start with two approved document versions and plan a cited change summary.

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The project in view

Start with
two approved document versions.
Proposed result
a cited change summary.
A decision to resolve
formatting changes obscuring a substantive edit.

This is a planning example. It does not describe a completed client engagement.

Systems & file handoffs for this project

  • Confirm the source format for two approved document versions and the required delivery format for a cited change summary.
  • Carry a stable reference through each handoff so a reviewer can trace formatting changes obscuring a substantive edit.
  • Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.

Questions to answer together

  • Which file formats or systems must exchange information?
  • Who owns access, exports and destination records?
  • How will a failed handoff or superseded file be identified?

What to have at the end

A handoff specification covering formats, permissions, ownership and failure handling.

Record the decision on formatting changes obscuring a substantive edit alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

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