# Clarity VDR closeout checklist

- Confirm the transaction or diligence purpose has ended or moved to its next phase.
- Freeze or remove publication and download paths that are no longer required.
- End participant sessions and revoke temporary or external-share access.
- Export the final document index, permission matrix, activity record, Q&A, and requested reports.
- Confirm current document versions and identify superseded material.
- Verify archive scope, archive access, checksum or manifest evidence, and archive owner.
- Record legal holds, retention instructions, deletion timing, and the person authorized to change them.
- Preserve billing, support, incident, and exception records relevant to the room.
- Give the Deal Team a clear post-close support and retrieval path.
- Do not represent generated checklists or templates as proof that a live control passed.
