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Website design brief: every step and field

Complete Separate-page requirement

Follow this guide to choose Yes, No or Not sure. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators, project teams, developers, authorised client contacts and public prospectsPermission: Secure-link recipientModule v1.1.1
Jump to steps
Where to goSecure recipient link → Website Design Brief
Before you start
  • Verify the module is active and use the exact navigation shown above.
  • Use an account with the stated module and core CRM permissions.
  • Use known test records when changing statuses, visibility, saved filters or global navigation.

What you’ll accomplish

Choose Yes, No or Not sure. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Follow these steps

  1. Go to Secure recipient link → Website Design Brief.
  2. Go to the relevant website brief step section containing Separate-page requirement.
  3. Enter or select Separate-page requirement using the supported value described below.
  4. Continue to the next step or save the current brief so autosave records the value.
  5. Reopen the brief or review page and confirm the value is shown correctly.

Fields and options to review

Separate-page requirementChoose Yes, No or Not sure.

Rules the system enforces

  • The field is stored as part of the current request or intake answer set.
  • Leave an optional field blank only when the form permits it; required fields must pass server-side validation.

How to confirm it worked

  • The complete separate-page requirement workflow completes without a validation, permission, ownership or availability error.
  • The related record, portal view, activity entry, notification log or API response shows the expected state.
  • Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.

Security, privacy and operational checks

  • Use controlled test records and non-production credentials before wider rollout.
  • Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.
Complete Required pagesComplete Additional pagesWebsite design brief: every step and fieldBrowse all Client Discovery & Project Briefing Portal guidesClient portal overviewAdd and manage customer contactsConfigure customer contact permissionsUpload and share customer filesConfigure SMTP email deliveryReview email delivery issues