Publishing a Document Template for Owners

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

To publish a document:

Navigate to the Documents Page
From the Document Library, select the desired document template that has been submitted for publishing and click Review.
The document's properties display.
If the selected properties look correct, click Continue.
A Review drawer opens on the right side of the page.
From the Review drawer, select a project, contract, and draw from the available drop-down lists.
(Recommended) Review both a final and in progress version of the document. You can also choose view notarization elements that may be conditionally displayed.
Click Review.
A message displays, informing you Textura is generating a preview. The preview then opens in a dialog box.
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.