Publishing Unpublished Documents to Company or Project/Shell

Publishing a document (from the Unpublished Documents log) to the Company Documents log or the project/shell Documents log makes the document available to the team members, with the full functionality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

Note: Only the administrator other users with full access to the Document Manager can publish documents from the Unpublished Documents functional node (company or project/shell) to the Company Documents log or the project/shell Documents log.

To publish an unpublished document to the Company Documents log or the project/shell Documents log:

Select the document in the Unpublished Documents log, select the gear menu (), and select Publish.
Tip: To publish multiple documents, select one or more documents and from the toolbar, select Publish. A new Publish window opens. If you select documents with the same name to publish, the Duplicate Files window opens, which lets you remove or delete the duplicate files.
Select a destination folder to publish the document or documents to.
- You may select Include Comments if you want to include any attached comments with the document.
- Revise automatically if the file already exists is selected by default. Deselect it if you do not want to revise existing documents automatically. If you deselect this, the new version of the document is not copied into the Document Manager.
Select Publish to finalize.
The Publish Status window opens and displays the status of the documents as they are published. The window displays the following:
- No.
- File Name
- Title
- Status
- Message
Select 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 select the Permissions tab to grant the proper permissions to the team members who need it. You may want to select the Properties tab to review properties and update them if necessary.

See Also