Send a handover invitation email
Use the handover invitation dialog to confirm recipient details and send or resend the public handover link to your subcontractor contact.
This guide is designed for project manager.
Steps
Step 1: Open the handover invitation dialog
From the relevant handover, choose the option to send or resend the invitation; the handover invitation dialog opens with recipient details prefilled where available.
Step 2: Review the public handover access status
Check the banner and message in the dialog to confirm that the public handover page is available; if access was previously revoked, wait while the system recreates the public link.
Step 3: Confirm recipient name and organisation
Review and, if required, update the recipient name and organisation details so the email is addressed to the correct subcontractor contact.
Step 4: Confirm recipient email address
Check and, if necessary, edit the recipient email address to ensure the handover link will be sent to the correct inbox.
Step 5: Send the invitation email
Select the send option; the dialog shows a sending indicator, then confirms when the invitation email containing the public handover link has been sent successfully.
Step 6: Review confirmation and close the dialog
After seeing the sent confirmation state, close the dialog to return to the handover details, where you can continue managing the handover.
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Last updated: 2026-06-12