Publish a document in Managed Documents

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • After the document is reviewed and approved, publish the document within Managed Documents.

    Antes de Iniciar

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedimento

    1. Open the document record.
    2. In the Document Revisions list, click the name of the revision that was approved and is listed in the Ready for Publishing stage.
    3. In the header bar, click Publish Revision.
    4. In the Publish revision dialog box, check that the name and revision number are correct and click Publish.
      In the Document Revisions list, the revision you just published is now in the Published stage.