Publishing a document from Unpublished Documents to the project or shell Documents or Company Documents node makes it available to team members, with the full functionality available in that node.
Only a document administrator (administrator or other user with full access to the Document Manager) can publish documents from the Unpublished Documents node into project or shell or Company Documents. Documents can be published one at a time.
To publish an unpublished document to the project or shell Documents node
- In the Unpublished Documents node, select the document or documents to publish and click Publish. The Publish File window opens. If you select duplicate files (documents with the same name) to publish, you will be asked to remove the duplicates.
- Select the destination folder.
- Select the Include Comments checkbox if you want to include any attached comments with the document. To review the comments, select the document from the log and click the Comments button.
- The Revise automatically if the file already exists checkbox is selected by default. Deselect if you do not want to automatically revise existing documents. If you deselect this checkbox, the new version of the document will not be copied into the Document Manager and are skipped.
- Click OK. The Publish Files Status window opens, and displays the status of the documents as they are published. Click OK to close this window.
Note: The user who publishes the document becomes the owner. In the project or shell Documents or Company Documents node, select the document and click Permissions to grant the proper permissions to the team members who need it. You may want to click Properties to review properties and update if necessary.