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Plomo contains client-facing upload views, but the current dashboard does not provide a complete self-service workflow for creating and managing anonymous upload links. Contact [email protected] before planning target-company document collection through a portal. Confirm the available upload method and the recipient’s access with the deal team.

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Collect documents today

Use the authenticated deal workspace and its Sources upload workflow for normal document ingestion. Authorized users can manage team access in Configuration → Deal settings. If the Plomo team provides a client-facing link for your workflow, confirm what the recipient can see and do before distributing it. Do not assume that possession of a link provides working anonymous upload, AI chat, or complete request tracking.

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Review what was received

Check the deal’s Sources area for accepted uploads and processing errors, then use Coverage Map to verify the documents against the request list. A transfer confirmation and a cleared information request are different outcomes.