Publishing
Updated over a week ago

When you are happy with your version and ready to make it live it can be published. Once published, it is live and available to your readers via either the 'Document Link' or 'Version Link'.

A Temporary Link can be used to view a version if it is unpublished.

How to publish a version

Navigate to the version you would like to publish on the document management page.

  • Select Documents from the main menu followed by ‘Search’.

  • Select ‘Manage’ for the document.

  • Select ‘Manage Version’ followed by ‘Publish’.

  • Select the ‘Publish’ button to publish your version and make it live.

Additional options

Security Rule

Select an option from this drop-down list if you would like to change the security rule assigned to your document.

Publish Now/Schedule

This option will default to ‘Publish Now’ which will make your version live immediately after the orange ‘Publish’ button has been selected, however you may prefer to schedule the publish date.

Unpublish Date/Time

There may be times that you require a version to be unpublished and this date and time can also be scheduled. Simple select the date and time required.

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