1. Help Center
  2. Self-Serve Onboarding
  3. NextRequest Testing Guide for Self Serve Onboarding

Task 6: Release the document

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:
  1. 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
  2. Click the Release icon (Screen Shot 2021-09-16 at 11.03.43 AM
  3. Select either the ‘Public’ or ‘Requester + Staff’ option
  4. Click the ‘Save’ button
  5. Check the section you selected for your document to make sure it's in the right spot!

 

 

Click here to continue to Task 7.