Use an actual project package
Include the drawing references, client schedules or source assets the receiving team needs. Ask a colleague to open the sample away from the original workspace.
Industries
Industry guides to business file sharing
Explore how US teams exchange engineering packages, client records and production assets with outside reviewers.
Start with your situation
Find your industry workflow
Choose a project and identify the person who needs the release. Use the sector guide to check file structure, access and the response you need.
01
Technical files and supplier handovers
For design teams exchanging models, drawings and supporting information with other businesses.
First checkCheck package completeness and revision control before concentrating on transfer size.
Explore this approach 02Confidential client documents
For professional teams working with clients, advisers and other external participants.
First checkIdentify the matter owner, intended recipients and the purpose of each disclosure.
Explore this approach 03Creative assets and large deliverables
For production teams moving working assets and final deliveries between specialists.
First checkAgree the expected format, delivery deadline and a practical acceptance check.
Explore this approachExplore the full collection
Search the guides
01
Design, engineering & production
Defense suppliers
Plan controlled technical exchanges with customers and supply-chain partners.
Explore Defense suppliersAerospace
Plan controlled exchanges of technical information across the supply chain.
Explore AerospaceArchitecture
Share design revisions and project information with clients and consultants.
Explore ArchitectureConstruction
Coordinate drawings, site documents and handovers across contractors.
Explore ConstructionEnergy
Move operational documents and engineering data between project teams.
Explore EnergyEngineering
Exchange complex models and technical packages with project partners.
Explore EngineeringManufacturing
Keep supplier drawings, specifications and production files together.
Explore Manufacturing02
Public services & creative work
Creative agencies
Deliver creative assets and collect feedback without losing the project context.
Explore Creative agenciesGovernment
Review file exchanges across public bodies and external partners.
Explore GovernmentHealthcare
Review the safeguards needed when sharing sensitive healthcare information.
Explore HealthcareMedia and production
Move production assets and large deliverables between distributed teams.
Explore Media and productionPhotography
Deliver high-resolution collections and client packages.
Explore PhotographySchools and education
Share records and resources with the right people beyond your organization.
Explore Schools and educationUniversities
Connect research collaborators and administrative teams through controlled exchange.
Explore Universities03
Business & professional services
Financial services
Organize sensitive client and business exchanges around defined recipients.
Explore Financial servicesInsurance
Share claims evidence and policy documents with external participants.
Explore InsuranceLaw firms
Keep client documents, counsel and evidence bundles within a clear process.
Explore Law firmsReal estate
Coordinate property documents and transaction files with all parties.
Explore Real estateRetail
Exchange commercial assets and supplier information across your network.
Explore RetailSmall businesses
Establish a practical sharing process that can grow with your team.
Explore Small businessesAccountants
Collect and deliver sensitive client records through a consistent route.
Explore AccountantsMake a more informed decision
Translate your industry into practical exchange requirements
Identify the external reviewer
Agree who at the partner organization may receive the release and who must approve a change of reviewer.
Define completion
A manufacturing partner may need a usable assembly; an advisor may need the approved reporting period. State what the recipient must confirm.
Working across more than one industry?
Use the sector page that best describes the receiving team, then pair it with a workflow guide. An architectural practice sending a large design package to a contractor may need both construction context and project-package transfer guidance.
Make your next exchange clearer