Autosave, progress and secure uploads
Save answers step by step, resume securely, upload supported files and understand generated storage and CSRF handling.
Client Discovery & Project Briefing Portal
Open guide →GuideUnderstand step autosave
The browser sends current answers, step key/number and progress to the secure autosave endpoint.
Open guide →GuideUnderstand the autosave answer payload
Answers are submitted as the current structured field values and saved in bulk.
Open guide →GuideUnderstand progress calculation
Current step and percentage are updated so the recipient can resume.
Open guide →GuideUnderstand refreshed CSRF values
Successful JSON responses return current CSRF name/hash for the next request.
Open guide →GuideResolve an expired staff JSON session
The module-scoped guard returns JSON 401 and removes only stale redirects pointing to top-bar/status JSON endpoints.
Open guide →GuideUpload a supporting file
Use the step upload control; the secure token determines the request.
Open guide →GuideUnderstand supported upload extensions
Supported extensions are PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, JPG/JPEG/PNG/GIF/WEBP/SVG, TXT, CSV, ZIP, MP4, MOV and WEBM.
Open guide →GuideUnderstand request upload folders
Files are stored beneath a request-specific module upload folder protected by generated web-server rules.
Open guide →GuideUnderstand generated filenames
The module generates stored filenames instead of trusting the submitted client filename.
Open guide →GuideReview upload activity
Each accepted upload is linked to the request and recorded in activity evidence.
Open guide →GuideDownload an uploaded file as staff
Use the request Uploads tab and module View access; the controller validates request/upload relationship.
Open guide →GuideResolve a rejected upload
Check extension, file availability, server upload limits, writable directory and secure-token validity.
Open guide →GuideResume after an upload
Return to the same step; saved answers and uploaded files remain linked.
Open guide →