Practice a limited customer-document handoff
U5: Master to Contractor
Review which documents are appropriate to share with a customer.
What you’ll do
- Practice a limited customer-document handoff: evidence task
Completion criteria
- Customer privacy
- Official notice source
- Contract scope
First step
Create an offline fictional document cover with placeholders for contractor name, address, phone, and business license number, as identified in TDLR's compliance guide. Use no real identifiers.
The four identity fields remain distinct and are tied to the contractor business rather than an individual's study record.
The business license field is filled with an unrelated individual credential or left out entirely.
- Step 2 Members only
- Step 3 Members only
Members only