Client presentations
Share the agreed concepts with the named client review team.
File sharing for creative agencies
The campaign is ready.
Choose who sees it.
Deliver large creative assets and confidential campaign materials to clients.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE06
Assemble the approved package.
↗
Campaign-Launch-Assets.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
A campaign package may include unreleased creative, commercial plans and licensed source assets. Client delivery should make the intended recipient and release timing clear.
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.
Production partners
Send the source assets that a supplier needs for its part of the work.
Final delivery
Package the approved exports with a simple inventory and usage notes.
A HANDOFF, IN PRACTICE
The right files.
The full context.
An agency has reached the client handover stage. Separate approved deliverables from exploratory concepts and internal working files. Group the exports by channel or intended use, and include the practical details the client needs to select the right asset without asking for a second explanation.
Illustrative workflow · Adapt to your approved process
Deliver a campaign without the clutter
↗Campaign-Launch-Assets.zip
A POSSIBLE PACKAGE
- ✓Approved artwork exports
- ✓Asset inventory
- ✓Usage and delivery notes
INTENDED RECIPIENT
The client's nominated marketing or production contact
A USEFUL RESULT
The client can locate the approved assets, identify their intended use and open them in the agreed formats.
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 artwork exports 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 client can locate the approved assets, identify their intended use and open them in the agreed formats. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Campaign-Launch-Assets.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.
Separate review exports from editable source files. Check licensing and client approval before sharing assets with a new production partner.
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 creative agencies and the exchange workflow.
Do editable source files belong in the delivery?+
Use the agreed scope of work to decide. Fonts, stock assets and linked files may have separate license conditions; include them only when the recipient is entitled to receive and use them.
Does MX provide creative proofing and approval?+
Use the exchange history to understand file activity. Keep creative annotations, version sign-off and approval decisions in the agreed review process.
How should we prepare the files?+
Share the agreed concepts with the named client review 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 behavior 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 behavior 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 organization's workflow.
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- Full feature access
- Unlimited file size transfers
- Named recipients and MFA
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