Learn how to publish an additional document.
Publishing an additional document makes it visible to users in My Organisation when they view the policy it's attached to.
Who does this article apply to?
- Users with access to Ausmed's Policy Management System
- Users with organisation manager permissions.
In this article:
How to publish an additional document
Steps
- From the top navigation bar in the manager portal, go to Policies.
- From the left-hand-side menu bar, go to Your Additional Document.
- Choose the document you would like to publish, then choose one of the following:
- Hover over the document you would like to publish, click the drop-down menu
and click Continue Editing. - Click on the title of the document, then in the upper right of the document item details page click the drop-down menu and click Continue Editing.
Note: Only "draft" additional documents may be published. Check if the document is a draft in the status column of Your Additional Documents Library.
- Hover over the document you would like to publish, click the drop-down menu
- Click Publish to publish your additional document.
Note:
- Once published, you can attach the document to one or more policies when you add a new policy or update an existing one.
- The status will update from “draft” to “published” in Your Additional Documents Library.
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