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FlexDoc Editor: Managing drafts and publishing

Learn how to edit content in a private draft before publishing updates to the Knowledge Center.

Updated over 2 months ago

FlexDocs in your Knowledge Center can have two versions: draft and published.

The draft is your work in progress. When you create a draft, the changes you make are only visible to users with Owner access. This gives you a private space in the FlexDoc Editor to edit a FlexDoc’s content until you’re ready to share the updates.

After you’ve updated a FlexDoc’s content, you’ll need to publish it. This makes your changes visible to everyone in the Knowledge Center.

Use the dropdown in the FlexDoc Editor to switch between viewing the draft and the published FlexDoc.

The header area in the FlexDoc Editor. An arrow is pointing to a dropdown that currently says Draft.

If you're viewing the published FlexDoc, you can switch back to the draft by either using the dropdown or clicking Edit Draft.

The header of a FlexDoc called HR Policy Guide. One arrow points to the Edit Draft button. Another arrow points to the Draft option in the dropdown menu.


Creating a draft

When you need to make changes to a published FlexDoc, you’ll need to create a draft by clicking Create Draft.

The header of a FlexDoc called HR Policy Guide. An arrow is pointing to the Create Draft button.

This makes a copy of the published FlexDoc that you can update. You can have one draft of a FlexDoc at a time. Any changes you make to the draft will be automatically saved. These changes will not be visible to other users until you publish the FlexDoc.


Publishing a FlexDoc

When you’re ready to make your draft public, click Publish. Publishing a FlexDoc makes the content visible to all users in the Knowledge Center.

The header area in the FlexDoc Editor. An arrow is pointing to a button that says Publish.

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