Drafts and Publishing

How FlexDoc drafts work and how to publish your changes so other users can see them.

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 need to publish it. This makes your changes visible to everyone in the Knowledge Center.

Switching between versions

Use the dropdown in the FlexDoc Editor's header to switch between viewing the draft and the published FlexDoc. 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, with arrows pointing to the Edit Draft button and the Draft option in the dropdown menu

Creating a draft

When you need to make changes to a published FlexDoc, click Create Draft. 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 are automatically saved, but they are not visible to other users until you publish the FlexDoc.

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

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