Business Document Automation planning brief

BUSINESS DOCUMENT PACK BRIEF
Pack name and purpose:
Documents included:
Customer or project reference:
Shared source record:
Required fields and owners:
Template versions:
Missing-field action:
Layout cases to test:
Reviewer and approval evidence:
Delivery recipients and access:
Replacement-version rule:
Repeat-run rule:
Archive location:
Pilot acceptance checks:

From Automations For Business
https://automationsforbusiness.com/blog/business-document-automation