Create a public page for external recipients
Use the public page wizard to configure, publish and share an external-facing page for subcontractors or other stakeholders.
This guide is designed for project manager.
Steps
Step 1: Open the public page wizard
From your project workspace, open the option to create a new public page so the step-by-step wizard appears.
Step 2: Enter basic page details
In the Basics step, add a clear title and description, then choose the page type template that best matches your use case.
Step 3: Configure the lifecycle link
On the Link step, connect the page to the relevant project or workflow item so responses stay tied to the correct lifecycle stage.
Step 4: Add recipient details and verification
In the Recipient step, enter the recipient’s name, email, and company, then choose how they will be verified when accessing the page.
Step 5: Design the page content
On the Content step, add and arrange content blocks and attach any downloadable documents the recipient should review.
Step 6: Set workflow rules and notifications
In the Settings step, define what happens when the recipient submits or responds, including stage transitions, notifications, and upload rules.
Step 7: Review and create the public page
Check all details, then submit the wizard to create the public page and automatically generate a shareable link.
Step 8: Copy and share the public page link
Use the copy link control to copy the public URL and share it with the intended recipient or include it in your own communications.
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Last updated: 2026-06-26