Publishing Settings

The Publishing Settings page allows you to customize how viewers experience your procedures. Settings apply at the product level, meaning changes affect all procedures under that product.

Publishing settings can differ between Public and Private viewers.

Procedures Table

At the top of the Publishing Settings page, you’ll find a Procedures Table listing all procedures under the selected product.

• The table has two tabs:

  • Public: Controls settings and visibility for unauthenticated viewers.
  • Private: Controls settings and visibility for authenticated users within your organization.

• To publish or unpublish a procedure:

  1. Select the appropriate tab (Public or Private).
  2. Toggle visibility for each procedure on or off.
  3. Click Save to apply the changes.

Note: Toggling a procedure ON and saving will immediately publish that procedure for the selected audience. Toggling it OFF will unpublish it for that audience only.

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Public Settings

These settings apply to unauthenticated viewers accessing the procedure via a public link.

• Viewer Languages:
  Enable the languages viewers can choose from. Once enabled, you can manually review and edit auto-generated translations per procedure.

• Feedback Collection:
  Viewers can rate the procedure and leave written feedback.

• Augmented Reality (Coming Soon):
  Allows viewers with compatible headsets to view procedures in an immersive environment.

• View Related Documents:
  Enables a button to let viewers download associated product documentation.

• Brand Identity:
  Customize the look and feel of the public viewer experience:

  • Background color
  • Card color
  • Text color
  • Accent color
  • Logo

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Private Settings

These settings apply to authenticated viewers within your organization.

• Viewer Languages:
  Same as public — enables multilingual viewing with editable translations.

• Reporting:
  Requires viewers to confirm completion of each step and opptionally add a comment.

• Photo Reporting (Subsetting of Reporting):
  Requires viewers to take and upload a photo to proceed through specific steps.

• Feedback Collection:
  Authenticated viewers can rate the procedure and provide comments.

• Augmented Reality (Coming Soon):
  Allows viewers with compatible headsets to view procedures in an immersive environment.

• View Related Documents:
  Allows access to supporting product documents.

• Brand Identity:
  Customize the look and feel for private viewers:

  • Background color
  • Card color
  • Text color
  • Accent color
  • Logo

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Where to Access Publishing Settings

To access and modify publishing settings:

1. Open the product.
2. Go to the Publishing Settings tab.
3. Configure your preferences for Public and Private audiences.
4. Save your changes.

These settings will apply to all procedures under that product, ensuring a consistent viewer experience.