Design reviews
Exchange models, drawings and supporting calculations for a defined review.
File sharing for engineering
Technical detail.
A deliberate handoff.
Transfer technical models, schematics and engineering deliverables between organisations.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE04
Assemble the approved package.
↗
Design-Review-Package.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
A design review can involve consultants, customers and suppliers working in different systems. Bring the agreed files together with their version information before handing them over.
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.
Customer deliverables
Issue the approved technical package to the customer contact responsible for acceptance.
Specialist analysis
Send the relevant input dataset to an external analyst and agree the expected return format.
A HANDOFF, IN PRACTICE
The right files.
The full context.
An engineering team needs a specialist to analyse a defined design. Include the geometry, assumptions and loading information needed for that task. Exclude unrelated designs and earlier experiments. Agree the expected output before sending, so the specialist understands both the scope and the format of the response.
Illustrative workflow · Adapt to your approved process
Hand over a design for external analysis
↗Design-Review-Package.zip
A POSSIBLE PACKAGE
- ✓Approved geometry
- ✓Analysis brief
- ✓Units and assumptions
INTENDED RECIPIENT
The appointed analyst or engineering partner
A USEFUL RESULT
The analyst opens the model in the intended environment and confirms the units, assumptions and requested output.
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 geometry 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 analyst opens the model in the intended environment and confirms the units, assumptions and requested output. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Design-Review-Package.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.
Check dependencies, units and software versions before delivery. A recipient may need the authoring application or a suitable viewer to use the files.
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 engineering and the exchange workflow.
Should native and neutral formats be included?+
Agree the formats with the receiving engineer first. A neutral export may help compatibility, while the native model may carry dependencies or intellectual property that requires a separate release decision.
Will MX let recipients edit engineering models?+
MX provides the exchange route. Model editing, validation and specialist analysis remain in the recipient's engineering applications.
How should we prepare the files?+
Exchange models, drawings and supporting calculations for a defined review. 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