Reading an Excel file and preparing a test shopping basket in a browser. The example stops before payment. Open video ↗

Provide materials with context

Attach files to a task and explain how each should be used. Identify the current version, important pages or data and expected result. With several sources, explain how differences should be resolved or ask the employee to flag them.

Opening an attachment preview does not send the message. Review the prepared files and brief before pressing Send, so the employee does not work from an incomplete reference or a version you meant to replace.

Review deliverables in Studio

Studio brings together conversation views such as files, a browser and a computer. Compatible formats can be previewed; others offer a download to open in a suitable application. Viewer availability depends on file type and characteristics.

Open a result from its message or corresponding view and check its content. For documents, review structure and data; for tables, formulas and units; for images and models, composition and consistency with the brief. A thumbnail or filename is not a substitute for review.

Work with recognisable versions

  1. Name inputs clearly and identify the authoritative version.
  2. Request a specific delivery format suitable for the next use.
  3. Open or download the result and compare it with the brief.
  4. When requesting changes, identify the file and the part to correct.
  5. Keep the approved version where your team works and check that it opens again.

Sources and documentation