Publication Phase Checklist

Sharing your data responsibly

In the Publishing phase, we focus on final file configuration options relating to branding, data refresh and how others will be able to use the file. Help screens are added, along with selected branding options (opening screen, closing screen, banner ads, corner logos, etc.). File settings relating to refresh, file security, and other options configured in the file when saved are all considered in this final phase.

Publication Checklist:

6-00 Create help page - this pop-up screen is accessible from the Main Toolbar  'Help with this file' icon at the far right, as well as from the Help > Help with this file

6-00 Create cover page - this opening screen

6-00 Create back page - this closing screen is displayed for a designated period of time when the file is closed.

Make sure that the opening tab is open, then commit all changes from Main Toolbar: Tab > Commit changes for all  and then File > Save (Ctrl+S) the file, preserving the links to the source data and merge history if required.