The 'Items to Publish' tool allows bulk publishing of draft items
Note: this functionality is particularly useful when a deal room has been created from a template and so all of the items are in draft.
Items to Publish
'Items to Publish' is accessed via the left-hand navigation menu.
Once selected, the user will see tiles showing each area, within the deal room, that contains items that need publishing.
Bulk publishing works from the 'top down', eg: Tab > Folder > File or Tab > Table > Task
When publishing tasks within a draft checklist, the task must have a responsible team before the task can be published. See Publishing a Checklist tab, table & tasks for more detail on this.
When selecting a tile, the user will see all the items in that particular area that are in draft
Select all from the global select checkbox, or individual items by selecting individual items
Click on the green tick next to 'Bulk actions', in the top right hand corner, and select 'Publish Selected [item](s)'
A message will ask the user to confirm the action.
Need further guidance or help? Contact the Help Desk team: [email protected]