| Converted document set | Files converted to the agreed output format with naming and folder rules applied. | DOCX, XLSX, PPTX, CSV, HTML, TXT, JPG, PNG, TIFF, PDF, or PDF/A-oriented output | Production | Approved samples, format requirements, source files |
| Searchable OCR files | Scanned files processed with a searchable text layer and agreed cleanup settings. | Searchable PDF or text output | Production | Languages, scan samples, OCR tolerance |
| Structured data workbook | Tables or fields captured into a defined spreadsheet or delimited structure. | XLSX or CSV | Production and validation | Field map, column rules, sample output |
| Source-to-output manifest | A record connecting each source file with its output, status, exceptions, and notes. | XLSX or CSV | Throughout delivery | Naming conventions, metadata fields |
| Quality-control report | Summary of checks performed, sample results, rejected files, corrections, and open issues. | PDF, DOCX, or spreadsheet | Quality assurance | Acceptance criteria, sampling method |
| Exception log | Files that could not be processed normally, with reason, owner, and recommended next action. | XLSX, ticket queue, or project board | Quality assurance | Escalation contacts, decision rules |
| Workflow documentation | Documented intake, processing, review, security, handoff, and retention procedures. | DOCX, PDF, or knowledge-base page | Setup and handover | Client policy, tool access, approval process |
| Progress reporting | Agreed status information covering received, completed, accepted, rejected, pending, and reworked files. | Dashboard, spreadsheet, or written report | Ongoing | Reporting cadence, stakeholder list |
| Handover and support notes | Known limitations, file-use guidance, open actions, and instructions for future batches. | DOCX, PDF, or recorded walkthrough if scoped | Closure | Named owners and support requirements |