Replace unexplained references

Before linking a document from a profile, review phrases such as the agreed option or the process we discussed. If the document is intended for wider use, explain the reference or remove it. Tap Tap Go can make a resource easy to share, which increases the importance of self-contained context. Do not assume the original sender will always accompany the file with an explanation.

Keep genuinely private material separate

Some documents belong to one conversation and should not become general profile resources. Use the appropriate sharing process for those. A public version can describe the broader concept without exposing private decisions. The distinction protects both clarity and the relationship behind the original work.

Imagine this

Hypothetical scenario

A hypothetical consultant adapts a workshop handout for a public profile. They replace internal project shorthand with clear definitions and remove private decisions, leaving a useful general resource rather than a confusing copy of the client document.

Make it practical.

Use this checklist as you read. Checks are not stored.

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