Use one change stream
Ask the coordinator to consolidate instructions. If two reviewers disagree, pause the affected change and request a decision instead of combining incompatible edits.
Classify impacts
Distinguish wording, formatting, tags and package changes. A heading edit can affect anchors; an edited text block can affect continuations; an asset rename can break references.
Retest and reprove
Run targeted comparison around the changed section plus package-level checks. Create a delta proof when useful, but regenerate the complete exact-version proof for final review.
Reapprove after changes
Freeze the approved version. A subsequent edit creates a new delivery candidate unless the client has a documented, appropriately scoped correction process. Conversion approval never implies LIVE permission.
Scope and primary reference
Educational production guidance only. Client disclosure approval, legal/accounting judgement, qualified tagging review and filing authority remain separate. Confirm the appropriate qualified review and current requirements for each live assignment.
Reference: Current official SEC guidance. Verify the current requirements for the agreed job.
