Create a new Publish document

Publish documents and forms are created based on templates similar to how AwesomeDocs templates are created.

To publish a New Publish document click the New Publish button.

Screenshot of publish form with items to complete.

The dialog that pops up allows you to complete the basic template information.

1. Template select the Publish template that you are going to send out to your recipients.

2. File (optional) is an optional file/document that you can attach as part of the template for your recipients to view, e.g a Candidate's CV. Depending on the template selected above this option may not appear.

3. Create creates the new Publish document. Settings will then need to be amended and recipients added.

4. Send will only function if the template selected has a recipient against it (set in the template). Publish will then use this recipient to send the document to the same person whose record you generated the document against. A record of the send out will be created.

NOTE: If your Published Document is to include e.g. a Candidate’s CV select this as an optional file before clicking on Create. Any document added later in the process will be treated as an email attachment.