Manage handover delivery files and online access
Review and manage all delivery versions of a handover pack, including PDFs, ZIPs and online access links, and track their current status.
This guide is designed for project manager.
Steps
Step 1: Open the Handover Delivery tab
In the handover workspace, navigate to the Handover Delivery tab to see all generated delivery versions for the selected handover.
Step 2: Review delivery channels and statuses
In the deliveries list, review each row to see the delivery channel (PDF, ZIP or Online), its current status badge (Building, Ready, Failed, Revoked or Expired), and when it was issued.
Step 3: Download PDF or ZIP handovers
For deliveries using the PDF or ZIP channel that are in Ready status, select the download button to save the file to your device for sharing or archiving.
Step 4: Open the online handover page
For Online deliveries that are Ready, use the open-link button to view the public handover page in a new browser tab and confirm the content your recipients will see.
Step 5: Resend or refresh deliveries
Where available, use the resend or refresh controls to trigger a new build for failed deliveries, or to update and reissue an existing delivery with the latest handover content.
Step 6: Revoke or expire access when needed
Use the revoke action, confirmed in the dialogue, to immediately disable access to an existing delivery so recipients can no longer view or download it.
Step 7: Monitor recipient activity
Open the recipient activity panel to review when recipients have accessed or downloaded specific deliveries, helping you confirm that information has been received.
Last updated: 2026-08-31