From the synthetic North Harbor example.
Keep the source attached
Record the document and page beside the requirement. Open the passage and check qualifications, exceptions and references before accepting an extraction. A citation helps a reviewer find evidence; it does not establish compliance.
Separate review state from readiness
The sample uses Missing, Required and Matched for different observations. A matched reference is not overall bid readiness. Record missing evidence and the next check before carrying an item into a decision.
Give follow-up work an owner
Agree who supplies evidence, who checks it and who can approve the result. An assigned item can still be incomplete. Keep coordination, specialist review and the final bid decision distinct.
A four-row excerpt you can inspect.
The fictional North Harbor example includes an addendum acknowledgment, a bid bond, an insurance certificate and municipal references. It illustrates how source labels and review states support different follow-up questions.
Open the matrix previewUse the sample to ask better questions.
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