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Send or resend a handover invitation

Send or resend a handover email that links to the subcontractor’s public handover page.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the handover invitation dialog​

Open the handover and choose the option to send or resend the invitation; the dialog appears and begins loading the public handover page in the background.

Open the handover invitation dialog

Step 2: Review recipient details​

Check the prefilled recipient name and email taken from the handover metadata, updating them if the contact details have changed.

Review recipient details

Step 3: Confirm the organisation and access summary​

Review the recipient organisation name and any access or verification notes shown about the public handover page before sending.

Confirm the organisation and access summary

Step 4: Send the invitation email​

Select the send option to trigger the handover invitation email; a loading indicator shows while the system generates or verifies the public page and sends the message.

Send the invitation email

Step 5: Confirm delivery or review any errors​

Once sent, check the on-screen confirmation that the invitation email was delivered successfully, or review any error message if the send failed.

Confirm delivery or review any errors

Last updated: 2026-08-21