Client enquiries
Review the available exchange activity when a client asks about delivery.
File exchange with audit trails
The exchange happened.
Keep its context.
Demonstrate recorded uploads, access, downloads and recipient activity.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE04
Assemble the approved package.
↗
Review-Exchange-Documents.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
Questions about a file often arise after the handoff. A useful record connects the package and recipient with the activity that was recorded at the time.
MX provides a route for sensitive business files between named recipients. Match access conditions to the purpose of the exchange and use the available activity record to support follow-up. Keep the underlying approval and information-handling decisions in your own process.
WHERE THE WORKFLOW HELPS
The moments that need a handoff.
Internal assurance
Bring the recorded events into the organisation's review process.
Partner follow-up
Use the history to identify the appropriate next step.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A team needs to answer later questions about a sensitive delivery. Use a consistent business reference for the package and identify the activity needed for follow-up. During evaluation, check the events actually recorded and how the responsible team can retrieve them when a query arises.
Illustrative workflow · Adapt to your approved process
Make an exchange easy to investigate
↗Review-Exchange-Documents.zip
A POSSIBLE PACKAGE
- ✓Approved file package
- ✓Business or matter reference
- ✓Follow-up requirements
INTENDED RECIPIENT
The named recipient and the internal record owner
A USEFUL RESULT
The record owner can connect the package, recipient and available events to the correct business matter.
MAKE THE FIRST EXCHANGE COUNT
Test the details.
Then repeat with confidence.
Use the example package as a starting point for a small, representative trial. Agree the success criteria with the person who will actually receive the files.
Check completeness
Approved file package should be easy to identify in the inventory. Open the delivery copy independently of your working folder to catch missing files or local dependencies.
Walk through access
Test with the intended recipient role and receiving environment. Confirm the access conditions, the instructions and the route for getting help.
Agree what success means
The record owner can connect the package, recipient and available events to the correct business matter. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Review-Exchange-Documents.zip as an example of a defined package. Replace it with the approved files and instructions for your actual task.
Explore the MX feature set ↗- 01
Confirm the purpose and recipient
Check who is entitled to receive the information. Record the business purpose through your normal approval process before assembling the package.
- 02
Prepare an approved package
Choose the required files, check their versions and remove unrelated information. Include concise instructions so the recipient knows what to do next.
- 03
Apply the access conditions
Confirm authentication, availability and any download conditions for your service. MX's existing features include named access, MFA and configurable expiry controls.
- 04
Review the exchange
Check the recorded activity and follow up through the agreed process. Keep the exchange reference with the project or client record it supports.
DEFINE THE BOUNDARY
Check the fit
before the first file.
Confirm event coverage, retention, access and export options for your service. Keep the exchange reference alongside the business record it supports.
Assess the controls against a representative package and recipient. Confirm any mandatory capability, contract term or deployment requirement with the MX team before relying on it.
Discuss your exchange requirements ↗PRACTICAL QUESTIONS
What to know
before you begin.
Questions about file exchange with audit trails and the exchange workflow.
Which activity should we look for in a trial?+
Walk through upload, recipient access and download, then inspect the available record. Confirm event coverage, timestamps, retention and export options for the proposed service rather than assuming every action is recorded.
Is an activity log an immutable evidence chain?+
Do not infer immutability, forensic chain of custody or legal admissibility from the presence of a log. Verify the required properties and procedures separately.
How should we prepare the files?+
Review the available exchange activity when a client asks about delivery. Check the approved version, any required dependencies and the recipient's ability to use the package. Include only the material needed for the purpose.
What should we verify during a trial?+
Test a representative exchange from sender preparation to recipient access. Check authentication, permissions, expiry behaviour and the activity available afterwards. Include the actual file types and recipient environment you expect to use.
Does an access expiry remove downloaded copies?+
Do not assume expiry deletes a recipient's local copy. Agree post-download handling and retention responsibilities, and confirm the precise behaviour of the service configuration you plan to use.
Where can we check product details and commercial terms?+
Use the current MX product information and confirm the proposed service with the team. Review the plans and pricing alongside your actual users, workflow and deployment requirements.
YOUR NEXT EXCHANGE STARTS HERE
Valuable data.
Better protected.
Put better controls around your next sensitive file exchange. See how MX fits your organisation's workflow.
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- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals