Publishing a Document

Users with the Publisher role can publish the documents an Editor created for use on projects within Textura.

To publish a document:

  1. Navigate to the Documents Page
  2. From the Document Library, click Review.

    The document's properties display.

  3. If the selected properties look correct, click Continue.

    A Review drawer opens on the right side of the page.

  4. From the Review drawer, select a project, contract, and draw from the available drop-down lists.
  5. (Optional) Choose to review a final version of the document, a version that requires notarization, or highlighted signatures.
  6. Click Review.

    A message displays, informing you Textura is generating a preview. The preview then opens in a dialog box.

  7. From the dialog box, click Publish.
    • The dialog box closes.
    • The document's status changes to Published in the Document Library table.
    • Project Managers can now select the published document from the Project Settings page for use on a project.