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Use a controlled document collection as supporting evidence.

Use this for

Use a permitted folder or document collection. Retain the file ID, revision, and retrieval record. For files already on the Mac, use local folder inspection.

Data contract

Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.

Access and actions

Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.

Continue

Read the related workflow or return to all integrations.