Saving or downloading adds the request to your licensed workspace 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.
Request details and status history are stored in your licensed web workspace. Use reference codes and keep evidence and private credentials out of this form. Saving a request never changes a custodian collection already in progress. This page does not create exports, send messages, or transfer evidence.