Professional reviews
Share an authorised copy for a defined review.
Secure evidence sharing
Evidence files.
An accountable handoff.
Controlled evidence-file delivery; avoid implying forensic chain-of-custody capabilities.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE06
Assemble the approved package.
↗
Authorised-Evidence-Copy.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
An authorised copy of evidence may need to reach an adviser or reviewer. Preserve the approved handling procedure and define the receiving person's role before sending files.
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.
Case support
Deliver the approved subset to the appointed adviser.
Internal enquiries
Provide files through the organisation's evidence-handling procedure.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A team needs to deliver a specific evidence package to an authorised reviewer. Keep source records and the governing evidence process intact. Prepare the approved disclosure copies, identify them in an inventory and retain the reference that connects the exchange with the underlying matter.
Illustrative workflow · Adapt to your approved process
Prepare a defined evidence disclosure
↗Authorised-Evidence-Copy.zip
A POSSIBLE PACKAGE
- ✓Approved disclosure copies
- ✓Evidence inventory
- ✓Handling and reference notes
INTENDED RECIPIENT
The reviewer authorised for the disclosure
A USEFUL RESULT
The reviewer can reconcile the delivered inventory and the record owner can connect the exchange to the correct 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 disclosure copies 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 reviewer can reconcile the delivered inventory and the record owner can connect the exchange to the correct matter. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Authorised-Evidence-Copy.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.
Keep forensic preservation, hashing, provenance and chain-of-custody procedures in the approved evidence process. A transfer history alone does not establish integrity or admissibility.
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 secure evidence sharing and the exchange workflow.
Does an exchange log establish chain of custody?+
Do not assume that it does. Define integrity checks, custody records, retention and any formal evidential requirements within the responsible process, and validate the service properties needed to support it.
Does MX provide forensic chain of custody?+
No such capability is established here. Confirm evidence-preservation requirements separately and do not substitute a general exchange log for an approved forensic process.
How should we prepare the files?+
Share an authorised copy 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
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