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
- Read the obligation in the operative agreement.
- Open the relevant seller schedule entry and supporting evidence.
- Check the entity, period, threshold, exceptions, and cross-references.
- Accept or amend the review status where the control is available, with the reason for the decision.
- 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 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. For source-backed transfer and consent review, use the Contracts view alongside the relevant agreement and amendments.