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Manage handover upload page and invitations

Configure and share a public upload page so subcontractors can submit their handover documents online.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the handover details

Navigate to the relevant handover in the project and open its detail view, then switch to the Upload or Submissions tab to manage the public upload page.

Open the handover details

Step 2: Review the upload page status

Check the message in the handover detail header to see whether an upload page has already been raised or if no active page currently exists.

Review the upload page status

Step 3: Raise a new upload page when none exists

When no upload page has been raised, use the provided action in the header to create a new public upload page for the handover and initialise its sharing settings.

Raise a new upload page when none exists

Once an active upload page exists, view the share URL shown in the handover details and copy it to share with the recipient organisation or specific contact.

View and copy the upload page share link

Step 5: Resend the upload invitation to the recipient

Use the resend or share controls in the handover detail header to send the upload page invitation again to the recipient by email, ensuring they can access the page.

Resend the upload invitation to the recipient

Step 6: Confirm active page details

Check the recipient name, email, company and current status shown with the upload page to confirm that the active page is configured for the correct subcontractor.

Confirm active page details


Last updated: 2026-08-21