Sharing DRPs

From a Draft, In Review, Awaiting Approval or Approved DRP version, a Lead Analyst or Analyst can generate a share link protected by a passphrase they set — a link cannot be created without one. Anyone with the link and passphrase can view the DRP in a clean, read-only page — no Requio account needed. Sharing does not change the version's status — sending a version for review is done with Submit for review. A voided version cannot be shared, and voiding or superseding a version switches off its share links. Once a version is approved, its share link still works but no longer accepts new comments.

The share page mirrors the shared version's content, including its process maps and branding, and supports comments from external reviewers so feedback can flow back into the review process (while the version is still Draft, In Review or Awaiting Approval). It also shows the sign-off record saved with that version — who reviewed and approved each part, and when — and an approved version that was approved by override says so, with the reason, rather than looking like an ordinary approval.

Every share page opens with an AI-generated executive summary, giving recipients a fast, plain-language overview before they read the full DRP. When a reviewer's name and role are known, the summary is written specifically for them — highlighting what matters most to that role, such as what needs approval, what's outstanding, or what to review closely. Otherwise it gives a general business-focused overview of the project's objectives and key requirements.