How do I release a document to a requester?
Once documents are ready to release you can choose to release them to the requester only or to the general public.
Follow these steps to release a document:
- Locate the document you want to release in the ‘Documents’ section on the left. If the document is in a folder you may need to click the Expand icon (
) next to the folder name to make the document visible
- Click the Release icon (
)
- Select either the ‘Public’ or ‘Requester + Staff’ option
- Click the ‘Save’ button
- Check the section you selected for your document to make sure it's in the right spot!
Click here to continue to Task 7.