Guide
Keeping confidential information out
By SourceX Editorial · Updated
Draft under editorial review.
Short answer
Trade secrets, pricing, strategy and anything under a confidentiality agreement stay out. You choose exclusions before preparation starts and approve the final package.
How it works at a glance
- 01
Supply
- 02
Rights
- 03
Preparation
- 04
Approval
- 05
Delivery
What to know#
- You set exclusions up front
- Free text is checked for sensitive details
- You see a sample before release
What to check#
- List topics that must never leave
- Name confidential customers or projects
- Review the sample carefully
How SourceX handles it#
- We assess fit before you share anything.
- Rights and laws are reviewed deal by deal with counsel.
- Personal details are removed and checked.
- Your company approves every release.
Quick check#
| Question | If yes | If no |
|---|---|---|
| Are your rights clear? | Move to preparation | Review contracts first |
| Can you export? | Plan the export | We'll guide alternatives |
Check your fit
FIT ASSESSMENT / 0 OF 5 ANSWERED0%
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Frequently asked questions
What if something slips through?
You approve the final package and can remove anything before delivery.
Is this legal advice?
No. It's general guidance; your counsel should review your deal.
Related
General information, not legal advice. Editorial policy.
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