Saving or downloading adds the request to your local tracker as Prepared. To change instructions after that, use New custodian request; tracked instruction files stay unchanged.
Use these instructions
- Requestor: download the instruction file and send it to the custodian through your usual approved channel.
- Custodian: click Load instructions from requestor in the popup, choose the JSON file, review the custodian label and settings, then click Use these instructions.
- Open the extension popup and click Start prepared request. Open Collections and history to continue each service.
Saving or loading a plan never changes a collection already in progress. This page does not create exports, send messages, or transfer evidence.