Can your adviser open the evidence you sent?
The link works on your laptop
Imagine your adviser opens the job folder link before a meeting and sees an access-denied screen. You can open it because you own the account. The meeting starts with missing documents and time spent searching email attachments.
Treat delivery as a separate task from assembling the file. A useful bundle needs the right documents, understandable names and access that works for the intended recipient.
Use a short index as the starting point
List the main agreement, invoices, disputed items and key correspondence. Give each document a stable reference and a brief description. Include a separate list of missing items so a gap is not mistaken for an oversight by the reader.
Keep duplicate working copies out of the main reading sequence. Preserve the originals separately and explain which version the index refers to. Avoid renaming files halfway through a discussion without updating the references.
Check the access settings deliberately
Give access through an approved business process and verify the intended recipient. Do not make a sensitive folder publicly available simply because a restricted link failed once. Ask whether the adviser needs downloads or can use the shared viewer.
business.gov.au stresses accessible, backed-up digital records. For this handover, test access using the recipient's actual permission level rather than relying on your own account as the folder owner.
Source: business.gov.au: Record keeping
Open a sample of the actual files
Check the agreement, a large attachment and any file format that needs special software. Confirm that scans are readable, pages are complete and attachments have not become empty shortcuts.
For a spreadsheet calculation, provide a clear reading copy if needed while keeping the original available. Tell the adviser if a document contains hidden sheets, links or formulas that matter to understanding the amount. Do not substitute a picture that hides a material qualification.
Make updates easy to recognise
If new evidence arrives, send a concise update identifying what was added and whether the summary changed. Avoid sending an entirely new folder with no explanation of the differences.
Keep a record of what was supplied and when. Ask the adviser about any requirements for a formal court or tribunal bundle; this practical sharing method is not a substitute for the applicable filing directions.
Confirm receipt before the discussion
Ask the recipient to confirm that the bundle opens and identify any missing format or document. That check can make the meeting about the disputed account rather than file permissions.
When approaching CRP through Report a Dispute, start with the issue and amount, then arrange a suitable way to provide the documents. Do not place sensitive records into a public link just to make the enquiry faster.