The Source column distinguishes Your upload, Institution team, Generated by Institution, Connected source, and other recorded origins. A signed record is labeled Signature.
Use this information with the filename and date when several files look similar. A report generated by Institution and a spreadsheet you uploaded can cover the same period while being different records.
Open Details and history to inspect the source alongside the company, category, service, status, and note. Source identifies origin; it does not by itself guarantee accuracy, approval, or that the document is the latest appropriate version.
If you do not recognize a file, check its related workflow before deleting or resending anything. A service team may have added a deliverable, or a connected source may have supplied it. Ask the team to explain a questionable record using its filename and company context. Avoid assuming that an unfamiliar source label means somebody accessed your personal account, and do not share private file links publicly while investigating.
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