Edit a Published document
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Edit a Published document's settings
By making changes to the document in terms of viewability and access before sending, the recipients will have instant access to the links in the email received.
When you click to edit the Publish document you are presented with the following options under Edit Published Document > Configuration:
Title is the current title of the published document. This is pre-populated by the selected Publish template title but can be changed here at any time.
Max number of Document Views restricts the number of times each recipient can view the published document.
Public determines whether the document is visible to the recipients. This should be enabled to Public before sending. If this is set to Private then no recipient will be able to view the document.
Enable Notifications set to enabled will ensure an email notification is sent every time a recipient interacts with the published document.
Expiry Date will determine when the document will be automatically set to private.
To confirm your changes, click Save on the bottom.
You can either click on the person icon on the Published documents overview or if already in Edit Published Document the 2nd tab, Recipients.
The trash can deletes the recipient.
The envelope sends the email with document link to this specific recipient immediately.
The checkboxes allow the selection of multiple recipients. The upper-most checkbox allows the selection of all recipients.
The 3 buttons - the bin and envelopes are enabled when recipients are selected via the checkboxes. This allows multiple recipients to be either deleted or emailed at once.
When you click Add More Recipients this section of the panel will expand for you to be able to search for and add your recipients, under draft.
Contacts allows the search to include client contacts in the search.
Candidates allows the search to include candidates in the search.
Search People is where you can search Bullhorn for people to add as a recipient. Click on the appropriate record to add to the search. Click the cross next to the name to remove them from the search.
Add People: Click to add the people in the search to the list of recipients.
Search Hotlists/Tearsheets is where you can search Bullhorn for hotlists. All the related records on the hotlist will be added as recipients. Click the cross next to the name of the hotlist to remove it from the search.
Add List: Click to add all the people related to the hotlists to the list of recipients.
Add More Recipients: Click to add additional recipients to the documents (see below).
