Appropriate categories
- Component at a high level
- Quantity
- Process or material
- Need-by date
- Concise production blocker
- The next decision to be supported
DATA HANDLING / INITIAL EMAIL
Keep the First Email High-Level
The initial email exists to determine manufacturing fit. It is not a technical-data exchange channel.
Bring the part, volume, material or process, and deadline. The build desk screens the route before anyone commits capacity or lead time.
SAFE TO SHARE
Use the four-field RFQ first.
Protected or sensitive content
- Drawings, CAD, BOMs, source files, or controlled part details
- CUI, classified, or export-controlled information
- NDA-protected or customer-restricted details
- Credentials, account data, or access tokens
- Sensitive personal information
- Technical files of any kind
EXCHANGE PATH
What happens before technical files move?
- Fit is established.The first discussion stays at the business, stage, quantity, and decision level.
- The information category is identified.The parties determine confidentiality, export, customer, security, and other handling requirements that apply.
- Authority and controls are confirmed.Identity, legal terms, access, storage, transmission, retention, and permitted use are agreed.
- The approved channel is named.Only then may authorized technical material move through the approved account and system.
If sensitive information is sent by mistake
Do not resend it. Reply without additional sensitive detail and state only that a handling issue needs attention.