Time-bound reviews
Align availability with the agreed review window.
Temporary file sharing
Access for the task.
An end date in mind.
Time-limited business exchanges with expiry and recipient controls.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE05
Assemble the approved package.
↗
Time-Limited-Review-Pack.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
A file may need to be available for a review period rather than indefinitely. Agree the purpose and timing of access before you send the package.
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.
Short projects
Provide the files required for a defined piece of work.
One-off disclosures
Share a specific package with the approved recipient.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A team is asking an external contact to review information during a defined period. Agree the window and the expected response before sending the files. Plan what happens if the recipient misses the deadline, and keep retention decisions separate from how long the exchange remains available.
Illustrative workflow · Adapt to your approved process
Set up a time-bound review
↗Time-Limited-Review-Pack.zip
A POSSIBLE PACKAGE
- ✓Approved review package
- ✓Access-window note
- ✓Next-step instructions
INTENDED RECIPIENT
The reviewer responsible for the agreed response
A USEFUL RESULT
The reviewer can access the package during the intended window and the team has tested what happens when that window ends.
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 review 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 reviewer can access the package during the intended window and the team has tested what happens when that window ends. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Time-Limited-Review-Pack.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.
Verify how expiry and download settings work for your intended flow. Plan retention and post-download handling separately from availability in the exchange.
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 temporary file sharing and the exchange workflow.
How should an extension request be handled?+
Confirm that the purpose and recipient are still valid, then follow the approved process for changing access. Record the decision with the review rather than silently assuming the original timeframe still applies.
Does temporary access delete every copy?+
No. Do not assume expiry removes files already downloaded or fulfils a records-retention requirement. Agree the recipient's handling responsibilities separately.
How should we prepare the files?+
Align availability with the agreed review window. 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