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Site files and updates for your portal users

Business and above

Open your project's Site Info tab (Site Access must be enabled from the Access tab first). The Site files section is what your portal users see in their document library.

Upload a file

  1. Give it a title, pick a category and click Select file.

  2. Tick Requires acknowledgement before work starts if it's must-read.

  3. Click Upload site file.

  4. Notify people: Notify all, Notify selected, or Request acknowledgements on must-read files.

Send a site update

The Site updates panel sends a titled message to all assigned contractors, contractor managers only, or selected portal users — click Send site update. Use it for programme changes, access changes, anything the site needs to know today.

Frequently asked questions

What file categories are there?

Drawings, plans, H&S documents, procedures, RAMS, CPPs, emergency information and other — the category shows in the portal so people find the right file fast.

What does "Requires acknowledgement before work starts" do?

It marks the file as must-read: you can then request acknowledgements and see who has confirmed reading it — the evidence trail that the drawing revision or procedure actually reached the crew.

What happens when I replace a file?

You choose: re-request acknowledgements for the new version, or replace quietly without new requests. Re-requesting is the right call when the content change matters on site.

Related guides

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