Questions? We have answers.

"Memo to file" template

  • Updated


Learn more about the "Memo to file" template.

"Memo to file" template

The "Memo to file" template is designed to explain the MindBridge workflow, control points, and risk assessment while allowing you to add your own supporting materials.

This template is our recommendation and not intended for inclusion in your audit file. The datasets used in this template are dummy data sets that do not represent actual data.

If you have any questions about using this template or client reporting in general, please contact your MindBridge customer success manager.

Anything else on your mind? Chat with us or submit a request for further assistance.

Was this article helpful?