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Create a public page to collect RAMS and documents

Use the public page wizard to set up a secure, shareable page for subcontractors to upload RAMS and supporting documents.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Create Public Page wizard​

From your project workspace, open the option to create a new public page so you can request RAMS or other documents from an external company.

Open the Create Public Page wizard

Step 2: Complete the basics for your public page​

In the Basics step, choose the public page type, confirm or edit the page title, and review any pre-filled details linked to the RAMS item or workflow you are working on.

Complete the basics for your public page

In the lifecycle and workflow step, link the public page to the correct RAMS item, pick the lifecycle code, and set any automatic stage transitions or agent tasks that should run when the page is submitted or reviewed.

Configure RAMS lifecycle and workflow links

Step 4: Add the recipient details​

In the recipient step, confirm who should receive the public page by entering the subcontractor’s company name, contact name and email address, or use the seeded sample recipient if you are testing the flow.

Add the recipient details

Step 5: Design the content blocks and upload areas​

In the content blocks step, configure the sections the recipient will see, including instructions, required document upload blocks, and any verification or acknowledgement components needed for compliance.

Design the content blocks and upload areas

Step 6: Set workflow notifications​

In the notifications step, choose who in your team should be notified when the recipient submits, resubmits, or updates documents via the public page so the right people can review RAMS promptly.

Set workflow notifications

Step 7: Review and create the public page​

Check all details, then submit the wizard to create the public page, automatically link it to the selected RAMS item, and generate a shareable URL.

Review and create the public page

Step 8: Copy and share the public page URL​

Use the copy link action to copy the new public page URL to your clipboard and share it with the subcontractor or external recipient by email or your usual communication channel.

Copy and share the public page URL

Last updated: 2026-08-02