# Disclosure review

Open **Project → Evidence → Disclosure** to review purchase-agreement obligations and seller schedules. This view complements the task checklist: it focuses on what the transaction documents require to be disclosed and what the supplied schedules support.

## Start with the source documents

Upload the relevant purchase agreement, disclosure schedules, and supporting records. Check that the latest versions have finished processing.

If the view shows **Disclosure extraction missing** or an extraction warning, some current schedule rows are unavailable. Open the listed files and resolve the processing or source issue before concluding that the schedule inventory is complete.

## Coverage and inventory

| View | What to inspect |
| --- | --- |
| **Coverage** | Obligations, available support, and unresolved disclosure gaps |
| **Inventory** | Seller schedule entries, their review status, and links to relevant obligations |

Use the available status, workstream, domain, and obligation filters to narrow the review. Clear filters before making a statement about the full set.

## Review a disclosure issue

1. Read the obligation in the operative agreement.
2. Open the relevant seller schedule entry and supporting evidence.
3. Check the entity, period, threshold, exceptions, and cross-references.
4. Accept or amend the review status where the control is available, with the reason for the decision.
5. Create a follow-up request for missing or conflicting support.

A seller’s schedule label does not establish completeness, and a matching file name does not prove that a document satisfies an obligation. Keep unanswered questions visible until the underlying evidence resolves them.

## Compare revisions and hand off

When updated schedules arrive, retain them as versions of the appropriate evidence files and review the changes. The [Excel export](/docs/reporting-and-closing/excel-exports/) includes disclosure coverage, exceptions, schedule inventory, and schedule changes for a structured handoff.

For missing evidence on a specific checklist task, use [Reconcile: Gap analysis](/docs/flag-and-screen/reconcile-gap-analysis/). For source-backed transfer and consent review, use the **Contracts** view alongside the relevant agreement and amendments.