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Projects, Requests & Team

Scope an assessment, ask the target for material, keep internal notes, and control who sees what.

4 articles

The request list
The document request list is generated from the assessment scope, and unanswered questions flow back onto it.
Analyst files
Where your own notes, call transcripts and working material live — and how they become citable evidence.
Assessment templates and review areas
What decides which areas are examined and which questions are asked, and how to change it.
Team members and access
Invite colleagues, set roles, and understand what an external collaborator can and cannot see.