Sending a public request link with attached documents
Use the lightweight upload dialog to confirm a pre-filled public request page, choose documents, and send everything in one action.
This guide is designed for project manager.
Steps
Step 1: Open the request upload dialog
From your project workspace, open the request upload dialog where the pre-filled public page details are shown in read-only mode so you can confirm what will be sent.
Step 2: Review the pre-filled request details
Check the summary, description and any other pre-filled information on the public page to make sure it matches what you want to request from the recipient.
Step 3: Choose documents to include
Use the document selection controls to add or remove items such as "Method Statement.pdf" or "Site Plan.pdf" so the recipient can download the right files.
Step 4: Confirm the recipient
Enter or confirm who should receive the public request link so the system knows where to send the pre-configured page and documents.
Step 5: Send the request
Send the request in one action, which creates the public page using the same payload as the full wizard and tracks the event for onboarding analytics.
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Last updated: 2026-08-18