Send a document download request from a pre-filled page
Use the lightweight dialog to confirm a pre-filled public page, choose documents, set the recipient and send a document download request in one action.
This guide is designed for project manager.
Steps
Step 1: Open the request upload dialog
From your existing workflow, open the request upload dialog to review the pre-filled public page details in read-only form.
Step 2: Review the pre-filled page information
Check the summary, description and other pre-filled details are correct; these fields are read-only and match the full page creation wizard.
Step 3: Select documents to include for download
Use the document picker section to add or remove available documents, such as method statements or site plans, that you want the recipient to download.
Step 4: Confirm the recipient details
Enter or confirm who should receive the public page link so they can access and download the selected documents.
Step 5: Send the document download request
Submit the dialog to create the public page and send the request in a single action, using the same payload as the full wizard.
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Last updated: 2026-08-02