Agree the recipient and sharing channel, send the relevant complete records and keep an index. Leave passwords, banking credentials and one-time codes out of the exchange.
A smaller, clear file is easier to follow
Start by identifying what the reviewer actually needs. Keep ownership papers separate from personal identity records, and share sensitive files only for an understood purpose. If relatives or a representative are involved, agree who should receive updates and documents. Avoid broad group forwards that make it hard to know who has the current version or who can access private information.
Share a file index along with the files
State which documents are scans of originals, which were obtained from the seller and which are still awaited. Give access only to the people involved and check that they can open the files. If you replace an unreadable scan, identify the replacement. Avoid sending sensitive records to a growing group chat simply because it is the easiest place to reach everyone.
Before making arrangements
- Confirm the recipient through a known contact route.
- Use clearly labelled complete documents.
- Limit access to the required people.
- Ask how records will be retained after the engagement.
The next step
Confirm receipt of the document list and ask what is missing. Discuss how records will be stored and returned or retained for the engagement.
Should I include passport and tax identifiers in the first message?
Usually the initial requirement can be described without those details. Agree any necessary collection privately at the appropriate stage.
Related reading
For current records and requirements, use the official sources below. Advice about your own property needs a review of its documents.
India Code · legislation reference ↗How we publish and handle corrections →Have a question about this guide? Ask Proplegal on WhatsApp ↗