Delivery options
Secure report link
Create an expiring public link for an approved report and revoke it when access should end.
Professional email
Send branded HTML and plain-text messages with a secure link and selected attachments.
PDF and HTML
Provide decision-ready and interactive presentations generated from the same report data.
Structured exports
Attach JSON, findings CSV, or Jira-compatible CSV when the recipient needs implementation data.
Recipient and data controls
- Confirm each recipient and use the minimum information needed for the intended review.
- Avoid sending credentials, secrets, regulated data, or unrelated customer evidence in a report message.
- Use expiration and revocation for links that should not remain available indefinitely.
- Check attachment size, filename safety, and the report artifact manifest before transmission.
- Retain delivery success, failure, access, and download events according to the applicable policy.
Before sending
- 01
Review
Confirm scope, dates, affected assets, severity, priority, evidence, limitations, and current status.
- 02
Approve
Record the responsible reviewer and lock the version intended for distribution.
- 03
Select recipients
Choose the people who need the report and the least-privileged delivery method that supports their task.
- 04
Transmit
Send the approved message, secure link, and only the required artifacts.
- 05
Follow up
Resolve failed delivery, revoke outdated links, and issue a new report version when material information changes.
Purpose and operating boundary
This page establishes the public purpose and boundaries of secure report sharing and client delivery. Use it with the related product, policy, or operational records rather than treating a short public statement as a substitute for account-specific scope, approval, or evidence.
Accountable next step
- Identify the person responsible for the next decision.
- Record any material assumption or limitation.
- Use the related page or contact path that matches the actual request.
- Retain the resulting approval, correction, release, or follow-up record.
Turn secure report sharing and client delivery into an accountable record.
A clear public record of the purpose, boundaries, ownership, and next action for secure report sharing and client delivery.