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Industries

Engineering firm files and records

The value sits in the trail from first requirement to released design. Client designs and export-controlled data can stay out.

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Also worth knowing

A sensible place to begin

A practical place to start is internal work your firm fully owns, like design reviews, revision history and test records for your own products. Later, client programs can be reviewed individually with your counsel, or kept out for good. Each addition is your call.

The preparation steps are the same no matter what you include. Working from your approved scope alone, License Your Data replaces names and identifiers with placeholders, then shows you a sample before any copy is shared. Your originals never leave your systems.

Common record types

Short answers

Do you need access to our PDM system?

No. At no point are passwords asked for or shared.

Can we begin with a small scope?

Yes. Begin with one system or one product line and leave out everything else.

What is the first thing we sign?

An NDA. You approve before anything is shared, and there is no cost to you.

Back to all industries

Designs that belong to clients

Client ownership and confidentiality terms cover a lot of engineering work. Whether any of it can be included is a question for your contracts and your counsel, and we do not give legal advice. Client-owned work can be excluded during scoping, and client names are replaced in the copy regardless.

Technical data under export controls, frequent on defense and aerospace programs, is flagged at scoping and can stay out entirely.

The estimate asks the same short questions in every industry.

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