The previously published version of the document stays live & visible, while it is being Reviewed and Edited.  The edits are only visible to those Reviewing or Editing the document.

The process below will Publish the edited/reviewed version of the document, making it the current version, and replace any existing versions of the document for anyone who has access to view it.

Publishing your document

You can publish a document from the My Task App via the review process or unpublished documents.

OR

From the SmartDMS library Click Publish in the Edit Properties column.

A panel will open on the right.

1.       Fill in the required fields and then click Re-Publish this Document.

Comments

• Add any notes you would like your Audience to view. This will be visible in their notification when a Read task is created. 

• Yes, Commit for Review Cycle to next period (this will send the document for Publishing with a new Review date: today’s date plus the number of months of your Review cycle).
• No, Keep the current review date (this will send the document for Publishing with the existing Review date).

Publish Audience Tasks

• Yes, publish Read task to the Audience (this will send a notification and create a read task for each Audience member, asking them to Read and Acknowledge the newly published document).
• No, don’t publish any tasks (this allows the document to be published without sending Read tasks to the Audience).

2.       A notification will be sent to your Approver for them to Approve the publishing of the document.  If you are also the Approver the document will publish immediately.