Choose the recipient
Check the name and address against the current client or supplier record.

SEND FILES SECURELY
Select the right version, verify the person who needs it and give them a clear route to the file. Check delivery from the exchange record before sending another copy.
Trusted with valuable business data







01 / A WORKABLE PROCESS
Open the exact package you plan to send. Check embedded documents, hidden worksheets and earlier revisions for information outside the request.
Check the name and address against the current client or supplier record.
Choose the recipient, permissions and review deadline before sending.
Package the approved file with any references needed to use it.
Check activity before sending a reminder or replacement.
02 / A PROTECTED JOURNEY
Use a trusted contact record to confirm the address. Match the permissions and access period to the task the recipient will perform.
Check the name and address against the current client or supplier record.
Choose the recipient, permissions and review deadline before sending.
03 / EVIDENCE YOU CAN FOLLOW
Identify the release and tell the recipient whether you need a review, approval or acknowledgment. Include a contact for access questions.
Verify the release and give the reviewer clear instructions.
Use the named invitation and contact the sender if the package is incomplete.
CUSTOMER PERSPECTIVES
All customer stories ↗“I would highly recommend MX to anyone looking to send and receive secure data quickly and efficiently.”
04 / CONNECTED PEOPLE
Use recorded activity to investigate a missing delivery. Review access when the task ends or the designated recipient changes.

Check whether sending a copy by email fits the controls required for this file.
Agree how the password reaches the intended person and how the copy will be handled afterward.
Review who can use the link and when availability should end.
GOOD QUESTIONS. CLEAR ANSWERS.
Practical answers about send files securely and where MX fits.
Move sensitive documents and large packages through a named, encrypted exchange. Permissions, expiry and activity records help the sender stay informed once the transfer begins.
Named-recipient access, authentication, permissions and expiry settings help define the exchange. Activity records let your team review what happened. The available configuration should be matched to your requirements.
Keep creating, editing and storing files in the systems your team already uses. MX focuses on controlled handoffs, rather than background synchronization, live co-authoring or permanent backup.
Try the MX feature set for 7 days with up to 5 users. No credit card is required.
YOUR NEXT EXCHANGE STARTS HERE
Invite a colleague to receive a sample file, then review the access settings and activity together.