How to Edit and Make a Document Publicly Downloadable in Assurance
Once a document has been uploaded to the Assurance Document Library, the public checkbox can be selected to allow your document to be publicly available to users without an Assurance account.
In this article, you will learn about:
- Activating the Public Checkbox When Uploading Documents
- Allowing Public Links to Download Documents
- Activating the Public Checkbox from the Edit Uploaded Documents Screen
Activating the Public Checkbox When Uploading Documents
1) Select Upload Documents from the Document Library.
2) Select the Document Category from the drop-down list, select the Public checkbox and upload the document (using the Add Files button or drag and drop the file into the space provided).
3) Upload the file by selecting Start Upload.
4) Search for your uploaded document in the Document Library, select the Key to navigate to the Document and then Copy the permalink to your clipboard to paste into your desired location.
Allowing Public Links to Download Documents
Please note, for this feature to work, the Allow Public Links to download Documents setting must be switched to Yes in the Organisation section of your Assurance site (under General, in the Administration area accessed via the top-right Gear wheel).
Activating the Public Checkbox from the Edit Uploaded Documents Screen
If the Public checkbox was not tick when uploading the document, you can do so in the next screen called Edit Uploaded Documents. Here you can edit the Title, Description, and you can also switch Public to Yes or No from this screen as well.
1) Hover over the fields that can be edited, and a pencil button will appear.
2) Select on the pencil button and type in the update.
3) Select the blue tick for your changes to be saved.
You can change the public setting to be No or Yes from this screen as well.
There is no need to save your changes as they will automatically save. Simply select Close or x to return to the Document Library.