Identity
Start with SSO and MFA.
Resources
Security review guide
Use this guide to prepare a first security or trust review around the exact workflow you plan to roll out. It helps teams explain scope, access, sharing, retention, and review without turning the conversation into guesswork.
Checklist
Review prep checklist
- One-page workflow summary
- Source types in scope
- Audience and access map
- Delivery method and review steps
- Retention and redaction questions
- Supporting security pages for the controls that matter
Evidence
Supporting pages by topic
Access
Start with Access controls.
Traceability
Start with Audit trail and lineage.
External sharing
Start with Shared Link Security.
Retention
Start with Data Retention And Governance.
System delivery
Start with API security.
Topics
Deep-dive topics
- Deployment model
- External viewers
- Downstream API or webhook delivery
- Retention policy
- Redaction and minimization
01
Put the real workflow on one page
Security review is easier when everyone is looking at the same workflow. Write down the source types in scope, the users who need access, the output the team wants, and whether anything will be shared outside the core group.
That single-page summary keeps the conversation grounded. It turns general trust questions into concrete review topics.
02
Define who can see what
Most reviews start with access. Be ready to explain which people need the original record, which teams only need a filtered or structured view, and whether any external viewers are involved.
That access map usually does more to shape the review than a long list of feature names.
03
Explain how information leaves the system
Reviewers usually want to know how results will be shared or delivered. That may mean a shared output for another audience, a digest, API output, or webhook delivery into another system.
The right answer depends on the workflow, but it should always be clear what leaves the core working area, who receives it, and whether review is required before that happens.
04
Prepare answers on retention, minimization, and redaction
Once access is clear, the next questions are usually about how much information is kept, how long it stays available, and whether another audience can be shown a narrower view.
This is where teams should explain which material must remain available as source history, which outputs can be smaller or shorter-lived, and whether redaction or data minimization is needed for the rollout in scope.
05
Show how reviewers can trace important values back to source
When a review question arrives later, the team should be able to explain where a date, status, or decision came from. That is especially important when information has been extracted from messy source material or shared with another audience.
Lineage and audit history matter here because they help teams answer follow-up questions without rebuilding the story from scratch.
06
Bring the right supporting pages and evidence
Most first reviews do not need a long document pack. They need the right pages, the right workflow description, and a clear explanation of the controls that matter in this deployment.
For many teams, that means pairing this guide with access controls, SSO and MFA, audit trail and lineage, shared link security, data retention, and API security.
07
Decide early whether the deployment model matters
Some teams are comfortable with a standard hosted deployment. Others need a tighter hosting boundary because of policy, customer commitments, or sector requirements. Raise that question early so the review is shaped around the right deployment model from the start.
Polytrace can also be evaluated for on-premises deployment when capture, review, and delivery need to stay inside the team's own environment.
08
Keep the first review focused
The goal of the first review is not to solve every possible future question. It is to answer the first round clearly enough that follow-up is focused and useful.
A review stays more productive when the workflow, source scope, audience, and delivery path are all visible from the beginning.
Related pages
Go deeper from here
Use the closest product, workflow, or security page to continue the evaluation.
Security overview
Use the main security section to move from review topics into the right detailed pages.
Open pageAccess controls
Start here for questions about who can see which records and outputs.
Open pageSSO and MFA
Review sign-in and login protection options for enterprise access control.
Open pageAudit trail and lineage
See how teams trace values, actions, and record history back to source.
Open pageAPI security
Read the controls relevant when another system needs to consume outputs.
Open pageFAQ
Common questions
Who should use this guide?
Security, IT, legal, procurement, compliance, and business stakeholders who need a shared picture of how the rollout stays controlled.
Does this replace a full security review?
No. It is the preparation layer that makes a deeper review faster and better grounded.
What causes most trust reviews to drag on?
The biggest cause is vague scope. Reviews become much easier once the team defines the workflow, audience, and delivery path.
When should we bring security into the rollout?
Bring security in early enough to shape access, sharing, retention, and deployment decisions before the launch plan hardens.
Next step
Pair this guide with the exact workflow your team wants to approve
That keeps the review concrete and helps every stakeholder focus on the controls that matter for the rollout in scope.