How do I share resources within a review?

Your client can access any resources which are sharable or requestable within your Trust Center once you have begun a review, but you may want to share client-specific documentation within your review.

After you’ve accepted a Review Request or invited a client to a new review, you’ll be able to share documentation, like a client-specific questionnaire, within your Trust Center. 

How to share resources within a review:

  1. Log into your Trust Center
  2. Go to the Reviews Section
  3. Open a Review that is Pending, Active or Open
  4. Click + Add Resource
  5. Select a resource from your local storage
  6. Optional: Rename the resource