Publishing Settings

Use Publishing Settings when you need product-level control over:

• which procedures are available to viewers
• public and private access separately
• viewer languages
• reporting options
• branding
• manual export

Choose Public Or Private First

Step by step

Start on the correct publishing tab

Public and Private are configured separately on the same product.

Product HomePublish Settings

Steps

1. In Product Home, click Publish Settings.
2. Choose the Public tab if the content should be available from a public link.
3. Choose the Private tab if the content should be restricted to authenticated users.
4. Make your changes inside the selected tab.
5. Click Save.

Example

Publish onboarding procedures publicly, but keep maintenance and audit procedures private.

Screenshot

Publish Settings page

Publish Settings separates Public and Private configuration while keeping the procedure list and Save action visible.

Publish Or Unpublish Procedures

Step by step

Choose which procedures belong in each tab

The same procedure can be public only, private only, both, or unpublished.

Publish SettingsPublic or Private tabProcedures

Steps

1. Open the correct tab.
2. Find the procedure in the list at the top of the page.
3. Turn the procedure on or off for that tab.
4. Repeat for the other procedures you need to change.
5. Click Save.

Example

Keep Replace Internal Fuse in Private only, but enable Install Battery in Public and Private.

Screenshot

Procedures list in Publish Settings

Procedure publish toggles are managed per tab so one product can expose different procedure sets publicly and privately.

Add Viewer Languages

Step by step

Add or update viewer languages

Each tab has its own language list.

Publish SettingsLanguages

Steps

1. Open the Public or Private tab.
2. In the language section, add the languages you want viewers to use.
3. Click Save.
4. Wait while StepWorks generates translations in the background.

Example

Add French and Spanish to the Public tab if the same public procedure must be consumed by multiple language groups.

Result

The selected tab exposes those viewer languages after translation completes.

Screenshot

Viewer languages

Language selection happens per tab, and the Save action starts the translation workflow for the viewer.

Configure Viewer Options

Public Tab

The public tab currently supports:

• Feedback Collection
• Augmented Reality
• View related document
• Branding

Private Tab

The private tab currently supports:

• Reporting
• Photo Reporting
• Feedback Collection
• Augmented Reality
• View related document
• Branding

Photo Reporting depends on Reporting.

Step by step

Turn viewer options on or off

Viewer options are also saved per tab.

Publish SettingsViewer options

Steps

1. Open the tab you want to edit.
2. Turn the relevant options on or off.
3. If you enable Photo Reporting, make sure Reporting is also enabled.
4. Click Save.

Example

In the Private tab, enable Reporting and Photo Reporting for field-service procedures that require evidence. In the Public tab, leave reporting off and use View related document instead.

Screenshot

Viewer option toggles

Viewer options are also configured per tab, including reporting, feedback, AR, related documents, and branding.

Use The Product Assistant In The Viewer

Step by step

Ask questions while viewing a published procedure

If the viewer assistant is available in your workspace, viewers can open it from the black Tina button in the viewer bar.

Published viewerTop barAssistant

Steps

1. Open a published procedure from a public or private viewer link.
2. In the viewer bar, click the black assistant button with the Tina icon.
3. Type your question about the current product or procedure.
4. If needed, click the + button to attach an image from the gallery or take a photo.
5. Send the message and review the answer.
6. Open the cited sources in the reply when you need to verify where the answer came from.

Example

Ask: Which step shows the battery connector removal? or attach a photo and ask: Is this the correct orientation for the cover before I continue?

Result

The viewer gets contextual help without leaving the published procedure.

Screenshot

Product Assistant in the viewer

The viewer bar includes the black Tina button, the attachment menu, and a cited reply.

Configure Branding

The brand editor currently supports:

• background color
• card color
• text color
• accent color
• logo upload

Use separate public and private branding when public-facing procedures need a different look from internal procedures.

Export A Product Manual

Step by step

Export the procedures from one publishing tab

Manual export uses the procedures selected in the currently active tab.

Publish SettingsHeader actionsExport Manual

Steps

1. Open the correct tab.
2. Confirm the published procedure list in that tab.
3. In the page header, click Export Manual.
4. Choose PDF or Word.

Example

Export a public PDF manual for customer onboarding, but export a private Word manual for internal maintenance review.

Screenshot

Publish Settings header

The page header keeps the Back, View, Export Manual, and Save actions together.

Related Workflow

After publishing:

• Continue with Reporting for private execution tracking.
• Continue with Products for product QR and serial settings.