Publishing a Document makes the Document available to the selected Audience. We believe in democratizing knowledge across the organization, so the default Audience will always be the whole account. Make sure you Select an Audience if you don't want to share it with everyone. 

Note: You will need to Assign the Document to give a due date for completion. 

To Publish a Document that you create from scratch or a template, follow the steps below. 

Step 1: Create or edit the Document you wish to Publish. 

Step 2: Click "Preview." 

Double check that the Document looks exactly like you want it to before you Publish it. 

Step 3: Return to Edit mode where you can now Publish the Document. 

Step 4: Click the "Save" dropdown. You will see an option to Save and Publish. 

Step 5: Select the Audience. 

Step 6: Click Save. 

The users you selected in the Audience will automatically see the Document in their Published Document, receive an email, and an in-app notification letting them know about the update.

You can always change the Audience that a Document is Published to as well as Unpublish the Document any time you need to make edits. 

Did this answer your question?