Publish Documents and Manage Attestations
      Back to home
      1. Help Center
      2. User Guide
      3. Publish Documents and Manage Attestations

      Publish a Document

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Supplementary Information
      • Notes

      Overview

      When a document, either a new version or an entirely new document, is ready to be published in the Policy Portal, user or user group access can be configured to one of the following roles:

      Primary Role Description

      Read
      • Read the published document.
      • View summary information about the document.
      • Ask questions.
      Able to answer
      • Read the published document.
      • View summary information about the document.
      • Ask questions.
      • Answer questions.


      Once the access is set up, the document will become published in the Policy Portal and the users added to the published document will receive email notifications about it.

      Pre-conditions

      • System Level Permission: 'Portal Publisher', 'Portal Manager', 'System Administration'.
      • Document has been moved to the Release stage in the Policy Management.

      Steps

      1. Click on the grid icon on the right hand side of the dashboard.
      2. Select Policy Portal.
      3. Switch to the Documents tab.
      4. Click on the Ready to publish collection in the left sidebar.
      5. Locate and click the document.
      6. Click Publish
      7. Add users/user groups.
      8. Select Read or Able to answer* from the dropdown list.
      9. (Optional): Use toggle Show everyone in the portal*.
      10. Click Publish/Publish new version.

      Supplementary Information

      Original Documents & Modifications

      If the document is an original document or a modification, you can choose whether to publish it by itself or with other related documents together.

      Notes

      • It is not possible to publish snippets in the Policy Portal.