Promote a pack to “live” only when the transmittal on file matches the e-service portal receipt. The draft flag stays until a consultant seal is visible in the first page of the merged PDF.

When a circular updates a form, we keep the old row for audit, mark superseded, and set the new default sort order to top.

Never re-host a form scraped from a third-party site without the “official capture date” in the title block.