Create a request
In Inbox (/inbox), identify the owning organisation, purpose and basis. A request does not open another workspace. A verified recipient receives only material the owner explicitly permits.
Owner selects files
The owner relates the request to a case and selects specific original files. They confirm recipient, purpose and a grant lasting 1–30 days. KYC/KYB documents are excluded. A grant does not open the whole case or its complete internal file inventory.
Manage expiry and revocation
The recipient can view and download granted files while access is valid. The owner can revoke access. Expiry or revocation stops future downloads but cannot erase a copy already received. Check contents, basis and recipient before disclosure and retain decision history.