Test the complete package
Open the exported folder from a separate location to check that links, references and supporting documents travel with it.
File sharing & workflows
File sharing workflows for US business teams
Find guidance for sending project packages, collecting customer files and distributing approved releases to partners.
Start with your situation
Choose the direction of the transfer
Decide whether you are collecting an input, issuing a deliverable or exchanging revisions. Each calls for different instructions and access settings.
01
I need to send a complete package
Start here when the recipient needs a usable folder, not a collection of disconnected downloads.
First checkInclude referenced files, agree a version and ask the receiving team to confirm that the package opens correctly.
Explore this approach 02I need to collect files from others
Start here when clients, suppliers or colleagues outside your business are sending material to you.
First checkDefine who can submit, what they should include and who will review an incomplete or unexpected delivery.
Explore this approach 03I need a repeatable client exchange
Start here when the same people exchange sensitive documents more than once.
First checkAgree a consistent route, assign an owner and review access as the relationship or project changes.
Explore this approachExplore the full collection
Search the guides
01
Files & project packages
3D animation file transfer
Bring scenes, textures and supporting assets together for the next production step.
Explore 3D animation file transferCAD file sharing
Keep referenced parts, drawings and revisions together in a usable design package.
Explore CAD file sharingLarge File Sharing
Move substantial deliverables without splitting them across everyday messaging tools.
Explore Large File SharingLarge folder and project-package transfer
Preserve the structure that gives a complete project package its meaning.
Explore Large folder and project-package transferMusic-production file sharing
Explore music-production file sharing in the context of your team’s recipients, files and delivery process.
Explore Music-production file sharingPodcast and audio file transfer
Explore podcast and audio file transfer in the context of your team’s recipients, files and delivery process.
Explore Podcast and audio file transferSecure PDF sharing
Explore secure PDF sharing in the context of your team’s recipients, files and delivery process.
Explore Secure PDF sharingSecure video sharing
Deliver high-resolution video to the people who need to review or receive it.
Explore Secure video sharing02
Clients, teams & delivery
Ad hoc secure file transfer
Explore ad hoc secure file transfer in the context of your team’s recipients, files and delivery process.
Explore Ad hoc secure file transferB2B Secure File Exchange
Coordinate sensitive file handovers between separate businesses.
Explore B2B Secure File ExchangeCloud File Sharing for Business
Review how cloud sharing fits your team’s external exchange process.
Explore Cloud File Sharing for BusinessCloud Storage Business Solutions
Explore cloud Storage Business Solutions in the context of your team’s recipients, files and delivery process.
Explore Cloud Storage Business SolutionsCloud Storage for Small Business
Explore cloud Storage for Small Business in the context of your team’s recipients, files and delivery process.
Explore Cloud Storage for Small BusinessCorporate File Sharing Solutions
Explore corporate File Sharing Solutions in the context of your team’s recipients, files and delivery process.
Explore Corporate File Sharing SolutionsEnterprise Document Management
Explore enterprise Document Management in the context of your team’s recipients, files and delivery process.
Explore Enterprise Document ManagementEnterprise File Collaboration
Support work across teams with a shared approach to external files.
Explore Enterprise File CollaborationEnterprise File Sharing
Explore enterprise File Sharing in the context of your team’s recipients, files and delivery process.
Explore Enterprise File SharingFile Sharing Software
Explore file Sharing Software in the context of your team’s recipients, files and delivery process.
Explore File Sharing SoftwareSecure Client File Sharing
Give clients a consistent route for exchanging sensitive business documents.
Explore Secure Client File SharingSecure document delivery
Match document delivery to the recipient, purpose and access conditions.
Explore Secure document deliverySecure document distribution
Manage how approved documents reach multiple external recipients.
Explore Secure document distributionSecure Enterprise File Sharing Software
Explore secure Enterprise File Sharing Software in the context of your team’s recipients, files and delivery process.
Explore Secure Enterprise File Sharing SoftwareSecure Portal to Upload Files
Create a clear place for external participants to send files to your team.
Explore Secure Portal to Upload FilesSecure software distribution
Deliver releases and supporting documentation through a defined process.
Explore Secure software distributionSmall Business Data Storage Solutions
Separate long-term storage needs from purposeful external exchanges.
Explore Small Business Data Storage SolutionsSupply-chain data exchange
Connect suppliers and customers around the same approved information package.
Explore Supply-chain data exchangeTemporary file sharing
Align the availability of shared files with the life of the task.
Explore Temporary file sharingWhite-label file sharing
Build a recognizable sharing experience for customers and partners.
Explore White-label file sharingMake a more informed decision
Build a handover that works at both ends
Check the receiving experience
Have a colleague act as the customer. Can they identify the current version, open it and tell what response is expected?
Agree when access ends
Choose an end date around the work and give someone responsibility for extensions and replacement releases.
Example: an engineering handover
Send the assembly, referenced parts and agreed drawing revision as one package. Ask the receiving engineer to confirm it opens as intended. Record any missing items against the same handover before closing access.
Make your next exchange clearer