Request an upload from a company
Use the quick request dialog to confirm the recipient, review pre-filled details, add guidance and supporting documents, then send an upload request to a company.
This guide is designed for project manager.
Steps
Step 1: Open the upload request dialog
From the linked item (for example a RAMS record), select the option to request an upload from a company to open the Request upload dialog in place.
Step 2: Review the linked item details
Check the read-only summary of the linked item, including any reference, title, verification and deadline information, so you can confirm you are requesting the upload against the correct record.
Step 3: Confirm who should receive the request
Use the recipient section to confirm or adjust the company and contact details, including the recipient company, name and email address, so the request is sent to the right person.
Step 4: Add or update guidance for the company
In the guidance area, review any existing instructions and update or add guidance text so the company understands exactly what they must upload.
Step 5: Attach supporting documents
Use the supporting documents picker to attach any files that will help the company complete the upload request, such as templates, examples or reference documents.
Step 6: Review settings and deadline summary
If a settings or deadline summary is shown, review the read-only settings and any request deadline so you understand when the company is expected to respond.
Step 7: Send the upload request
Select "Send request" to submit the upload request; the system will create the public page with the same payload as the full wizard and show a confirmation once the request has been sent.
Step 8: Switch to the full editing wizard if needed
If you need to change more than the recipient or guidance, choose the "Edit full page" option to open the complete multi-step wizard with all details pre-filled.
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Last updated: 2026-08-05