Publishing Unpublished Documents to Company or Project/Shell

Publishing a document (from the Unpublished Documents log) to the Company Documents log, or the project/shell Documents log, will make the document to the team members, with the full functionality made available in that log or functional node.

Note: Only the administrator (administrator or other user with full access to the Document Manager) can publish documents from the Unpublished Documents functional node (company or project/shell) to the Company Documents log, or the project/shell Documents log.

To publish an unpublished document to the Company Documents log, or the project/shell Documents log, select the document in the Unpublished Documents log, click the gear menu (  ) and click Publish.

To publish multiple documents, select one or more documents and click Publish in the toolbar. A new Publish window will open. If you select documents with the same name to publish, the Duplicate Files window opens to allow you to remove or delete the duplicate files.

Select a destination folder to publish the document or documents to.
1. You may select Include Comments if you want to include any attached comments with the document.
2. Revise automatically if the file already exists is selected by default. Deselect if you do not want to automatically revise existing documents. If you deselect this, the new version of the document will not be copied into the Document Manager and are skipped.
Click Publish to finalize. The Publish Status window will open, and displays the status of the documents as they are published. The window will display the following:
- No.
- File Name
- Title
- Status
- Message
Click OK to close this window.
Note: The user who publishes the document becomes the owner. In the Company Documents log, or the project/shell Documents log, select the document, and click the Permissions tab on the right-hand log to grant the proper permissions to the team members who need it. You may want to click Properties tab to review properties and update if necessary.

See Also