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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Publish a document

Publish a document revision that has been approved.

Before you begin

Role required: none

About this task

After a document has been created and edited, a version can be submitted for draft review and final approval. After the final approval, the document can be published. The published version becomes the default version of the document.

Procedure

  1. Navigate to All > Documents > Documents.

  2. Select the document record.

  3. Scroll down to the Versions tab.

  4. Select the document version that has been approved.

  5. Select Publish Version.

Parent Topic:Document approval and publish process