Choose recipient and verification method for a RAMS request page
Configure who will receive a RAMS request page and how their access is verified before sending.
This guide is designed for project manager.
Steps
Step 1: Open the Recipient settings for your public page
Navigate to the Recipient step in the public page creation wizard to configure who the page will be sent to and how they will access it.
Step 2: Confirm recipient details using the RAMS pickers
If this is a RAMS upload page, use the organisation and contact pickers to select the correct company and person so their name, email, and company are filled in accurately.
Step 3: Use "Send to me" for a quick self-test
When onboarding with RAMS and your email is shown, select "Send to me" to automatically fill your own email as the recipient and mark the page as a self-test.
Step 4: Use a seeded sample recipient for RAMS onboarding
During RAMS onboarding, choose "Use a seeded sample" to auto-fill a sample recipient name, email, and company so you can safely practise the workflow.
Step 5: Choose how the recipient will be verified
Select a verification option such as no verification, email match, email code, or access code to control how the recipient proves their identity before viewing the page.
Step 6: Review recipient and verification before continuing
Check the recipient details and chosen verification method are correct, then proceed to the next step of the public page wizard to continue configuration.
Last updated: 2026-07-22