Project design
Exchange approved drawings and supporting studies with the appointed team.
File sharing for energy companies
Infrastructure files.
A controlled route.
Exchange infrastructure plans, technical datasets and confidential project documents.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE05
Assemble the approved package.
↗
Project-Survey-Delivery.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
Infrastructure projects bring together operators, contractors and technical advisers. Sensitive plans and survey datasets need a recipient list tied to the specific work.
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.
Maintenance packages
Deliver work packs and inspection records to the contractor handling the task.
Partner reviews
Share the relevant commercial or technical documents for a defined review.
A HANDOFF, IN PRACTICE
The right files.
The full context.
An asset team is preparing a defined package for a maintenance contractor. Select the records needed for the work order and use the asset identifier consistently. Check that drawings and inspection records describe the same asset state, and keep unrelated operational information outside the package.
Illustrative workflow · Adapt to your approved process
Deliver an asset maintenance brief
↗Project-Survey-Delivery.zip
A POSSIBLE PACKAGE
- ✓Approved asset drawings
- ✓Maintenance scope
- ✓Relevant inspection records
INTENDED RECIPIENT
The contractor contact approved for the work
A USEFUL RESULT
The contractor can match the package to the work order and identify the documents needed to plan the agreed maintenance task.
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 asset drawings 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 contractor can match the package to the work order and identify the documents needed to plan the agreed maintenance task. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Project-Survey-Delivery.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.
Classify the information before sharing. Confirm any critical-infrastructure, contractual or location restrictions with the responsible team before choosing a transfer route.
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 sharing for energy companies and the exchange workflow.
Should operational credentials travel with the files?+
Keep passwords, access tokens and operational-system credentials out of the document package. Arrange any authorised system access through the separate process responsible for those systems.
Is MX an operational control system?+
Use MX to exchange files between authorised people. It is not a replacement for operational technology, telemetry or an industrial control network.
How should we prepare the files?+
Exchange approved drawings and supporting studies with the appointed team. 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.
7 days freeUp to 5 usersNo credit card
- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
- Custom branding and upload portals