FFieldVisit

How-to · Authorised Document or Notice Delivery

How to Brief a Field Agency for Authorised Document or Notice Delivery

What to send before a authorised Document or Notice Delivery assignment so visits are completed right the first time.

3 min read · By the FieldVisit operations team

Authorised Document or Notice Delivery

Short answer

How do I brief a field agency for authorised Document or Notice Delivery?

Authorised Document or Notice Delivery is a field service in which a trained team delivering client-provided documents or notices and recording acknowledgement or attempted delivery. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report. Every collections visit is made only on the client's written authorisation, using the client's approved script and payment channels.

At a glance

What this covers
What to send before the visits start
Division
Collections field support · Documents
Checklist points
5 standard checks
Report outputs
4 deliverables
Coverage
Mumbai, Thane, Navi Mumbai, Panvel
Read time
3 min

What you will learn

  • Step-by-step briefing — 6 steps, in the order a field team works through them
  • What to share before the visits — 3 points you can lift straight into your own brief
  • What the field team checks — 5 points you can lift straight into your own brief

Step-by-step briefing

  1. Share the location list with full addresses
  2. Explain the purpose of the visit
  3. Attach the checklist and sample photos
  4. Confirm access permissions and contacts
  5. Agree on the report format and deadline
  6. Name an escalation contact

What to share before the visits

  • Client-provided documents
  • Client authorisation letter
  • Delivery instructions

What the field team checks

  • Document matches the case
  • Delivered to the right person
  • Acknowledgement collected
  • Refusal or absence recorded
  • Time and place of attempt

Where first briefs usually fall short

  • Addresses without a pin code or a nearby landmark
  • No contact name or number for access at the location
  • Checklist points that need judgement instead of observation — time and place of attempt needs a stated rule
  • No decision rule for closed or inaccessible premises
  • Evidence expectations agreed only after the first batch is delivered
  • Written authorisation not attached to the assignment

What happens next

The team groups nearby locations into routes, briefs the field people, completes the visits, reviews each submission and delivers the report with completed visits, exceptions and the actions needed.

What you receive

  • Delivery proof per case
  • Photographs of attempt
  • Refused / not available list
  • Delivery summary

Key takeaways

  • A complete authorised Document or Notice Delivery brief is 3 items long, and sending all of them up front is what stops visits being repeated.
  • The checklist runs from document matches the case to time and place of attempt, with evidence recorded against the points that decide the outcome.
  • You receive 4 outputs: Delivery proof per case, Photographs of attempt, Refused / not available list, Delivery summary.
  • Visits are made only on your written authorisation, between 8:00 am and 7:00 pm, using your approved script and payment channels.
  • Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.

What to do next: send it and run a first batch

Once the 3 briefing items are in one place, the fastest route to clean data is a small first batch rather than the full list.

01

Pack

Put all 3 briefing items in one email

Client-provided documents, Client authorisation letter, Delivery instructions — sent together, so the assignment is not held up waiting for one attachment.

02

Pilot

Start with a small set of locations

Run a first batch, read delivery proof per case and correct the checklist wording before the rest of the list goes out.

03

Contacts

Name one escalation contact on each side

Access refusals and closed premises need a same-day decision; a weekly review turns one revisit into three.

Before you send it

Starting authorised document or notice delivery

Collections visits are made between 8:00 am and 7:00 pm, only on written client authorisation and through your approved channels.

Share a brief and location list

Frequently asked questions

How do I brief a field agency for authorised Document or Notice Delivery?

Authorised Document or Notice Delivery is a field service in which a trained team delivering client-provided documents or notices and recording acknowledgement or attempted delivery. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report. Every collections visit is made only on the client's written authorisation, using the client's approved script and payment channels.

Which areas do you cover for authorised Document or Notice Delivery?

Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.

How fast can authorised Document or Notice Delivery start?

Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.

What evidence will I receive?

Delivery proof per case and Photographs of attempt, matched to a unique job and location ID.

Planning a collections field assignment?

Share the scope — we'll come back with routes, timelines and a clear quote.

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