Name the deliverable, not just the folder
Start with the receiving task: continuing a native project, reviewing a proposal or preparing an approved surface for production. One package may contain all three, but the files do not share the same purpose. Identify each output by filename, case identifier, revision, record role and status. Keep patient identifiers within the transfer arrangement agreed by the responsible teams.
Record who assembled the package and when. This is traceability for the delivery, not a claim that every file has been clinically or technically approved. A screenshot labeled “approved” should identify the scope of that approval rather than confer approval on unrelated outputs.
Use a minimal release record
| Field | Question it resolves |
|---|---|
| Case and revision | Which current brief and input package produced these outputs? |
| Output role | Is the file for review, continued editing or the named production route? |
| Approval scope | What was reviewed, by whom, and which questions remain open? |
| Dependencies | Which references, components or supporting files must accompany the output? |
| Superseded outputs | Which earlier deliveries must no longer be used? |
Keep the manifest with the package and use the same revision labels in the review conversation. If an output is held, say so in both places. A filename date alone does not explain whether a file is current, provisional or superseded.
Check the handoff in the receiving environment
The receiver should acknowledge that the listed files arrived, that the intended output can be opened and that its role matches the request. Import success is an acceptance check; it does not replace restorative review or manufacturing validation. Capture any missing dependency as an exception and identify the affected output.
Illustrative example: a package contains a native project, a review view and two surface exports. The manifest identifies one export as superseded after a reference change and the other as awaiting receiving-team review. None should be selected merely because its filename sorts last.
Handle a changed output explicitly
When a revision changes the design, issue a replacement manifest that names the superseded package and affected deliverables. If only the review view changes, say whether geometry changed too. Avoid silently replacing an attachment in a long message thread.
Use the manifest during a small pilot before standardizing it. Ask another technician to find the correct current output without verbal help. Their questions reveal which fields matter in your own workflow and which are unnecessary.
Prepared by Pristine Dental Design · October 6, 2026. Guidance for professional case communication and review. Actual prescriptions, manufacturer requirements and receiving-team approvals govern design and production.