Overview
Purpose
- Maintain a dedicated evidence folder with clear naming.
- Label each file with date, source, and relevance.
- Map evidence to claim issues and policy provisions.
Quality checklist
Ready-to-send
- Preserve original metadata when possible.
- Separate drafts from final documents.
- Document chain-of-custody for sensitive items.
What to include
Use these pieces to keep the evidence documents packet complete.
Core documents
Build the file
- Evidence index with references.
- Witness statements or affidavits.
- Testing or inspection reports.
Supporting proof
Evidence to attach
- Photos and videos with captions.
- Receipts and invoices tied to line items.
- Correspondence confirming facts or approvals.
Delivery notes
Keep it moving
- Store in a read-only share for external recipients.
- Include a legend for abbreviations or coding.
- Back up locally and in the cloud.