Client deliverables
Send the final documents to the agreed client contact.
Secure document delivery
A document to deliver.
A person to receive it.
Deliver sensitive documents to specific recipients with recorded activity.
Named recipients · Defined access · Recorded activity
MX / CONTROLLED EXCHANGE01
Assemble the approved package.
↗
Approved-Document-Delivery.zipIllustrative file package
MXTHE EXCHANGE IN CONTEXT
Give the handoff some context.
Important documents can disappear into a long email thread. A deliberate handoff connects the approved package with its intended recipient and the available activity record.
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.
Professional disclosures
Provide an approved set to the appointed adviser.
Business handovers
Deliver the files the next team needs for its task.
A HANDOFF, IN PRACTICE
The right files.
The full context.
A professional team has completed a set of client documents. Identify the final versions, state what the client should do with them and include a contact for questions. Link the exchange reference to the client matter so later delivery queries can be investigated in context.
Illustrative workflow · Adapt to your approved process
Finish a professional document handover
↗Approved-Document-Delivery.zip
A POSSIBLE PACKAGE
- ✓Approved final documents
- ✓Delivery inventory
- ✓Action or acknowledgement request
INTENDED RECIPIENT
The client's designated recipient
A USEFUL RESULT
The client can identify the final documents and the team can find the corresponding exchange record when following up.
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 final documents 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 identify the final documents and the team can find the corresponding exchange record when following up. Record any remaining questions before making the exchange part of routine work.
FROM PREPARATION TO RECEIPT
Give each exchange
a clear sequence.
Use Approved-Document-Delivery.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.
Agree which document version is final and what acknowledgement the process requires. File activity is not automatically legal proof of service or acceptance.
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 document delivery and the exchange workflow.
What counts as acknowledgement?+
Define that in the business process. A recorded access or download event can support follow-up, but it does not automatically mean the recipient has read, agreed to or formally accepted the documents.
Is a download record proof of legal service?+
Do not assume that it is. Verify any formal delivery, service or acceptance requirements with the responsible adviser and process owner.
How should we prepare the files?+
Send the final documents to the agreed client contact. 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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