PEVO Wireless
Resource · Updated June 2026

Secure Document Exchange Guidelines

Site acquisition files routinely contain owner contact details, financial terms, and executed agreements. These guidelines describe how PEVO Wireless expects documents to move in an engagement — and they work as a baseline for any review relationship.

Scope before documents

No source materials change hands until scope and confidentiality requirements are confirmed. In practice that means: the lane and batch are defined, the NDA or confidentiality terms are in place, and both sides know which document classes are included.

  • Lane, batch size, and timeline agreed in writing
  • NDA or confidentiality terms executed before exchange
  • Document classes in scope listed explicitly
  • Named recipients on both sides

Use the approved channel — never the contact form

Public web forms are for scoping conversations, not documents. The PEVO Wireless contact form deliberately accepts no file uploads. Once scope is set, a specific exchange channel is agreed — and everything moves through it, so there is one auditable trail instead of five.

  • One agreed exchange channel per engagement
  • No documents over public forms, personal accounts, or chat apps
  • Access limited to the named reviewers
  • Transfers acknowledged on receipt

Know your sensitivity classes

Not every file deserves the same handling. Classifying documents at exchange time prevents the worst failure mode: a restricted document circulating in a general folder.

  • Financial: invoices, payment records, pricing — restricted to finance-relevant reviewers
  • Legal: executed leases, title reports, legal review notes — restricted handling, flagged on receipt
  • Personal: owner contact details, identity documents, signatures — restricted, never in shared notes
  • Customer-confidential: work orders, requirements, templates — limited to the assigned team
  • General working files: trackers, drafts, public-record research — standard handling

During the engagement

  • Findings reference sources without duplicating sensitive content into new documents
  • Restricted items flagged for restricted review rather than summarized broadly
  • Conflicting source records escalated for human resolution, never silently merged
  • Access reviewed when reviewers change

Retention and return

Agree at the start what happens to materials at the end: returned, deleted, or retained for a defined period for audit continuity. Write the expectation down in the engagement terms — retention decided at offboarding time is retention decided badly.

  • Retention or return expectation stated in the engagement terms
  • Deletion or return confirmed in writing at closeout
  • Audit-relevant records identified before deletion