Generate collection pages for schedule parties
Use the collection page generator to create or update secure collection pages for every party on a schedule and share them with stakeholders.
This guide is designed for project manager.
Steps
Step 1: Open the collection page generator
Open the collection page generator from your schedule to review which parties will receive collection pages, based on the current schedule lines.
Step 2: Review collection plans and unassigned deliverables
Check the preview of planned collection pages, including which parties will have pages created or synced and whether any deliverables remain unassigned.
Step 3: Check project-wide collection policies
Review the note about verification, link expiry, and ingestion and triage rules, then follow the link to project settings if you need to adjust these policies.
Step 4: Generate or sync collection pages
Start the generation process to create or sync collection pages for all listed parties, and wait for the status indicator to confirm completion.
Step 5: Share collection page links
Copy the generated public collection-page links for each party and share them with stakeholders so they can upload and manage their documents.
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Last updated: 2026-08-31