How to edit or delete a publication?

Learn how to modify and remove a publication

Elodie Ohanian avatar
Written by Elodie Ohanian
Updated over a week ago

Publications evolve the same way the organization and its teams do. That's why easily editing publications is crucial to keep documentation up to date.

Edit and publish a publication

โœ๏ธ To update an existing publication, you need to be a member of the circle in which it is published or be invited to collaborate on the publication. Read more

To edit a publication, you need to either open the collaborative edition for your circle or join the collaborative edition already opened by another member.

To open the collaborative edition of a publication:

  • Access the Publications app

  • Go to My publications

  • Click on the publication of your choice

  • Click on the blue Edit button to open edition

Collaborative edition is now open for this publication, as it's marked with the yellow label Edit in progress.

โ€‹To join the collaborative edition, already opened for a publication:

  • Go to My publications, click on the publication and then on the yellow Join edition button in the top right.

  • Go to Work in progress, and click on the publication directly. It should be marked with the yellow label Edit in progress.

๐Ÿ“Œ Note: When several members are working on the same publication, they can see others' cursors in real time. This means that all members can modify the publication at the same time, working on one common version!

The process of publishing the edited version depends on the decision-making mode applied:

If free mode is applied, members can make changes to the publications of their circle or the ones they've been added to. Simply click Publish in the top right.

If consent mode is applied, publications will require for the circle members' consent before being published. Members can submit the version of the publication they worked on to their circle for approval, either in a meeting or asynchronously through a proposal.

๐Ÿ“Œ Note: While a publication proposal is submitted, the publications cannot be modified or opened for collaborative edition.

Delete a publication

๐Ÿ—‘๏ธ To delete a publication, you need to be a member of the circle in which it exists.

To permanently delete a publication:

  • Access the publication

  • Click on the three dots in the top right corner

  • Select Delete publication

  • If free decision mode is applied on the publication, simply confirm the deletion by clicking on Delete.

  • If consent decision mode is applied, you'll need your circle's approval to delete the publication. You can submit an asynchronous proposal for approval. To do that, click Submit.

๐Ÿ“Œ Note: If you wish to stop the collaborative edition of a publication, no need to delete anything, simply cancel the edition! Read more

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