Before you start

You need output/delivery authority and an eligible source/job. Agree whether the receiver needs data, redacted copies, originals or another supported selection. Confirm the destination has been configured and verified by an authorised administrator.

Create a fresh preview

  1. Open the relevant job/output delivery controls and choose the intended destination.
  2. Select the supported format and mappings; inspect source-file and processed/redacted-file options separately.
  3. Create the preview and check membership, versions, field contract, limits and any sensitive-file selection.
  4. If source membership or configuration changes, create another preview rather than relying on the old one.

Resolve blockers before transfer

Review, indexing, fixed QC, approval or destination checks can independently prevent release. Resolve the named prerequisite in the owning workspace. A connection test does not by itself establish write permission or document eligibility.

For a redaction-only package, confirm originals are excluded. A ZIP containing an unredacted original still discloses it even if a redacted copy is also present.

Check the result

Use the permitted transfer action and inspect Delivery operations and its receipt. Verify the receiver can unpack/read the output. Storage confirmation and downstream business acceptance are different outcomes.

Inspect previous attempts before recovery; do not duplicate a successful or uncertain transfer just because the receiving application has not yet ingested it.