View Published documents
Last updated
Was this helpful?
Last updated
Was this helpful?
Once a document has been created by clicking Create it will be available in the Published From This Record section.
For New documents you still need to make the document public and add recipients to the Publish documents before sending.
Title is name of your published document. This is determined by the Publish template you selected under New Publish document.
Date Added is the date and time the record for the publish document was created.
# Recipients is the number of recipients the document has been sent to.
Published shows the current status, whether the document is currently visible by any recipient. Yes means that the document is viewable by the recipients. No means any recipient clicking their link will be met with a 'page not found error'.
Date Published is the latest date that the document was made available to the recipients.
Available Until is the date when the document will automatically expire. At that point it will become unavailable to all recipients.
Last Activity shows the last date and time a recipient interacted with the published document.
Notifications: If notifications are On then the user who published the document will be sent an email notification for each document interaction. This can include a recipient viewing a document, as well as their responses.
The pen allows access to edit the document settings.
The person allows access to edit the recipients (see Edit a Published document).
The expand view allows you to preview the document as the recipient will view it.
The trash can deletes the document. Note: All history for the document will also be deleted. Setting the document to private hides it from the recipients but retains the history.