Document Building - Publish the Document

The document is completed (well, at least for the moment) and you are ready to publish and publicize it… What do you do next?

Publishing your Document

Navigate to your Report solution and select the appropriate report module (e.g., Digital Budget Book). 

1. In the Document Table Manager, toggle on the Visible to Public option for the document you desire to publish.
2. Select the More Actions icon (three dots) to View your document or Copy link to copy the URL link to your document.
3. Select the Embed option to choose the document(s) you want to embed on your website. Select the thumbnail size to display. Then select the Copy Embed Code button.

Pro-Tip: Before you publicize your document, you may want to consider cloning and locking your document to ensure that what is publicized cannot change or be edited by other users.