Request an upload from a company
Use the lightweight dialog to confirm recipient details and send a request for a company to upload documents linked to a specific item.
This guide is designed for project manager.
Steps
Step 1: Open the request upload dialog
From the linked item (for example a RAMS record), select the option to request an upload from a company; the request upload dialog opens, showing a read-only summary of the linked item and page type.
Step 2: Review the linked item details
Check the type, reference and title of the linked item in the dialog so you can confirm you are requesting documents against the correct record.
Step 3: Confirm recipient company and contact details
In the recipient section, review or adjust the recipient company, contact name and email address so the request goes to the correct person.
Step 4: Review guidance and instructions
Read any RAMS guidance or instructions shown in the dialog so you understand what will be requested from the company.
Step 5: Add or review supporting documents
Use the supporting documents area to review any attached files or pick additional documents that should be included with the upload request.
Step 6: Copy the public link if needed
If required, use the copy link option to copy the public upload page URL so you can share it manually with the recipient.
Step 7: Send the upload request
Select "Send request" to create the public upload page and email the recipient; a confirmation appears once the request has been sent successfully.
Step 8: Open the full edit flow if changes are needed
If you need to adjust more than the recipient or supporting documents, choose the "Edit full page" option to open the full multi-step setup with the same pre-filled details.
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Last updated: 2026-07-30