Financial reports
Send the approved report to the named review group.
Secure PDF sharing
Sensitive PDFs.
A purposeful delivery.
Share sensitive reports, contracts and financial PDFs with controlled access.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE02
Assemble the approved package.
↗
Board-Report-Approved.pdfIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
Reports and contracts are easy to forward once they leave the sender. Choose the recipients and the approved document version deliberately before sharing.
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.
Contract packages
Exchange the agreed documents with the appointed adviser or counterparty.
Client documents
Deliver sensitive records through a defined client handoff.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A team is sending a report outside the organisation. Check that the final PDF contains the intended pages and that any attachments or appendices are approved for release. Review comments, hidden information and required redactions before the package leaves the authoring process.
Illustrative workflow · Adapt to your approved process
Deliver an approved PDF report
↗Board-Report-Approved.pdf
A POSSIBLE PACKAGE
- ✓Final PDF
- ✓Relevant approved appendices
- ✓Version and recipient note
INTENDED RECIPIENT
The named report recipient or review contact
A USEFUL RESULT
The recipient opens the final report, finds the approved appendices and can identify the version being discussed.
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
Final PDF 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 recipient opens the final report, finds the approved appendices and can identify the version being discussed. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Board-Report-Approved.pdf 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.
Review hidden information, attachments and required redactions before transfer. Keep electronic signing and document approval in the appropriate process.
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 pdf sharing and the exchange workflow.
Is password-protecting a PDF the same as controlling delivery?+
Treat document-level protection and the exchange route as separate decisions. Check the required handling experience with the recipient, and keep editing, redaction and signing in tools approved for those tasks.
Does MX add PDF redaction or digital signatures?+
This page describes controlled delivery. Do not assume redaction, electronic signing or PDF editing is included; assess those requirements separately.
How should we prepare the files?+
Send the approved report to the named review group. 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