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Generate collection pages from a schedule

Generate and share per-party collection pages from a schedule, with links governed by your project-wide collection policies.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the collection page generator​

Open the collection page generator for your schedule to see an overview of which parties will have collection pages created or updated.

Open the collection page generator

Step 2: Review the parties and planned collection pages​

Review the list of schedule parties, including which already have collection pages, which will be created, and a preview of totals and any unassigned deliverables.

Review the parties and planned collection pages

Step 3: Check project-wide collection page policies​

Use the link to project settings to confirm verification, link expiry, and ingestion and triage rules that will govern every generated collection page.

Check project-wide collection page policies

Step 4: Generate or sync collection pages​

Start the generation process to create new collection pages and sync existing ones, then wait while the system processes each party in the schedule.

Generate or sync collection pages

Copy the generated public collection-page links to share with each party so they can upload or manage their documents according to your project rules.

Copy and share public collection links

Last updated: 2026-07-30