Prepare and download a review packet
Choose saved work and original records, review their exact versions, and download a packet to check before sharing.
Overview
A workspace review packet keeps your overview, proposed plan, selected saved work and original PDFs together. You choose what to include and review the packet before sharing it. The packet editor Workspace Packet view with Packet name, empty handoff text fields, and Properties showing zero analyzed records. The starting packet editor. This image does not show a saved packet or a completed export. Packet opens the workspace’s packet editor. Saved work and originals are selected farther down the same editor.
Choose the contents
Open Packet in the intended workspace Enter a Packet name and any Packet notes. Add your Case overview, Connections to service to review, Proposed filing plan and Open questions where useful. Choose saved work Expand Choose saved analyses, drafts, notes and source references. Use Refresh saved work if a recently saved item is missing. Open Review saved content and Open saved work to examine the exact version. Choose original PDFs Expand Choose documents from this workspace. Select the originals you want included, open each one and set its order with the move controls. Record your review Mark I reviewed this saved version for selected outputs and I opened and reviewed this document for each original. Then review the overview, proposed plan and outputs before checking the sharing acknowledgement. A review checkbox records your own check. It does not verify the facts, turn a draft into a signed opinion or submit the packet. Read the item and size limits shown in the picker.
Save, download and check the files
Save the packet Select Save packet and wait for Packet saved. Save changes before downloading. Download the saved version Select Download packet when every required review is complete. The ZIP contains a formatted handoff PDF, selected saved work within that PDF, unchanged original PDFs and a document index. Open the download Read the handoff PDF and check the selected files and order. Confirm the receiving service’s file requirements before sharing or submitting anything. Saving and downloading are separate from sending. Claim Raven does not record an official filing receipt just because a packet was downloaded.
If selected work changes
A selected output changed or is unavailable means the saved version no longer matches. Remove it from this packet, refresh saved work, select the intended current version and review it again. Editing packet contents clears the final sharing acknowledgement. If another window saved a newer packet, your local edits remain on the page. Read the notice and preserve text you need before selecting Use saved version; that action replaces your unsaved edits with the account’s saved packet.
If you cannot continue
If you cannot continue Download packet is unavailable Save your latest changes and review every selected original and output. Check for an unavailable or changed source and confirm the final sharing acknowledgement. Replace unavailable selections with the intended current versions, review them and save again. If another window changed the packet, follow the conflict notice before downloading.
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