"Protect customer drawings when evaluating a machine-shop CRM"
"Source","https://bluefinchadvisors.com/blog/protect-customer-drawings-when-evaluating-a-machine-shop-crm"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Proposed commercial workflow","Data category under review","Specific vendor question","Written answer or evidence reference","Qualified review owner","Question review state","Next review action","Missing required fields"
"Attachment-workflow-EXAMPLE-A","Fictional test document","Does a copied share link require authenticated access?","","System-review-owner","Answer requested","Obtain written sharing-workflow documentation","Written answer or evidence reference"
"Reference-only-handoff-EXAMPLE-B","Internal RFQ and revision references","Who changes access when a staff member leaves?","Vendor-answer-reference-B","System-review-owner","Evidence received for review","Review documented behavior using harmless test data","None"

"Use this worksheet"
"No files are uploaded. Examples are fictional."
"Filled fields are not a security or regulatory assessment."
"Review project-specific agreements and technical obligations with qualified staff."

"Sources"
"FTC: Protecting personal information in business","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"
"HubSpot: File URL visibility and access","https://knowledge.hubspot.com/files/copy-and-update-the-url-of-files-uploaded-to-the-file-manager"
"BlueFinch: Dedicated advisor scope","https://bluefinchadvisors.com/toolbox/dedicated-advisor"