Client Discovery & Project Briefing Portal · Version 1.1.1

Autosave, progress and secure uploads

Save answers step by step, resume securely, upload supported files and understand generated storage and CSRF handling.

13 code-backed guidesExact navigationInterlinked workflows

Guides in this workflow

Follow the guide that matches the exact action, filter, menu change or issue.

Understand step autosave

The browser sends current answers, step key/number and progress to the secure autosave endpoint.

Secure-link recipient or View staff

Understand the autosave answer payload

Answers are submitted as the current structured field values and saved in bulk.

Secure-link recipient or View staff

Understand progress calculation

Current step and percentage are updated so the recipient can resume.

Secure-link recipient or View staff

Understand refreshed CSRF values

Successful JSON responses return current CSRF name/hash for the next request.

Secure-link recipient or View staff

Resolve an expired staff JSON session

The module-scoped guard returns JSON 401 and removes only stale redirects pointing to top-bar/status JSON endpoints.

Secure-link recipient or View staff

Upload a supporting file

Use the step upload control; the secure token determines the request.

Secure-link recipient or View staff

Understand 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.

Secure-link recipient or View staff

Understand request upload folders

Files are stored beneath a request-specific module upload folder protected by generated web-server rules.

Secure-link recipient or View staff

Understand generated filenames

The module generates stored filenames instead of trusting the submitted client filename.

Secure-link recipient or View staff

Review upload activity

Each accepted upload is linked to the request and recorded in activity evidence.

Secure-link recipient or View staff

Download an uploaded file as staff

Use the request Uploads tab and module View access; the controller validates request/upload relationship.

Secure-link recipient or View staff

Resolve a rejected upload

Check extension, file availability, server upload limits, writable directory and secure-token validity.

Secure-link recipient or View staff

Resume after an upload

Return to the same step; saved answers and uploaded files remain linked.

Secure-link recipient or View staff