Publishing gives Admins control to decide when uploaded documents can become visible to buyers.
When users on the sell side upload documents to a Data Room, those documents are not automatically visible to buyers. Publishing acts as a safety gate that prevents documents from being seen by buyers until you are ready to share them.
Note: The publishing feature is available from the Standard plan. For Basic, documents are published automatically on upload and publish controls are not visible in the interface.
How publishing works
When a document is uploaded or moved into a folder, it automatically inherits that folder's permissions. Those permissions only come into effect when the document is published. Until then, the document is not visible to any buyer role.
Only Admins can publish documents. Managers and Contributors do not have publish capabilities.
Unpublished folders and documents are marked with a forbidden icon, making them easy to identify. See the example below:
Note: Moving a published document into an unpublished folder will unpublish it.
Publishing documents manually
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In the list view:
1. Select one or more documents using the checkboxes
2. Choose Publish from the action bar at the top
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In the tree view:
1. Open the action menu on the document or folder
2. Choose Publish
To find all unpublished documents quickly, use the unpublished filter in tree view.