The Content Library allows you to efficiently manage and update your Files and Fragments, with support for both published and unpublished (draft) versions. You can easily switch between versions and ensure that only finalized content is shared publicly, while drafts can be tested and reviewed privately before being made available.
This guide will explain how to upload a draft, publish a draft, and navigate through version histories for both Files (e.g., .docx, .pptx, .xlsx) and Fragments within your Content Library.
Overview: Published vs Unpublished (Draft) Versions
- Published Version: Once a file or fragment is published, it is visible to others and can be accessed by your team or any intended recipients.
- Unpublished Version: A file or fragment that is drafted remains in a test mode. It can be reviewed and edited without being visible to others until it is published.
How to Upload a Draft (Unpublished) Version of a File
If you want to upload a new version of a file without immediately making it available for others, you can upload it as a draft. Follow these steps:
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Navigate to the Content Library:
- Go to Settings > Content Library > Files (or Fragments, depending on your content type).
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Select the File:
- Find the file you'd like to update or upload a new version for.
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Upload the New Version:
- Click the Choose File button under Upload a File. Then Fill the form.
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- Select the file from your file explorer and click Open.
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Choose Draft Option:
- After selecting your file, you’ll be prompted with the option to publish immediately or save the file as a draft (unpublished version).
- Select Draft to save the file as an unpublished version for testing or review.
- File Indication:
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- The draft version of your file will now be indicated with a draft icon in your content library, showing that it is not yet published.
- This is how the file is shown in your library that has a draft version
- The draft version of your file will now be indicated with a draft icon in your content library, showing that it is not yet published.
How to Publish a Draft (Unpublished) Version of a File
Once you are satisfied with your draft version and are ready to share it, you can publish it by following these steps:
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Navigate to the Content Library:
- Go to Settings > Content Library > Files (or Fragments).
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Select the File:
- Locate the file with the unpublished (draft) version that you would like to publish.
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Click Edit:
- Click the Edit button next to the file.
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Publish the Draft:
- You’ll be prompted with a message: “This file has an unpublished version. Are you sure you want to update the unpublished version?”
- Click Yes to publish the file, making it available to others.
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- If you're not ready to publish, click No to upload a new draft version.
Version History
The version history feature allows you to track all changes made to a file or fragment, giving you visibility into past versions. This is particularly useful when multiple drafts or updates are made over time, and you want to revert to an earlier version if necessary.
Conclusion
Managing published and unpublished versions in the Content Library ensures that you have full control over what content is shared and when it is shared. By using the draft mode, you can test and refine content before making it public, while the version history helps you keep track of all updates made to your files and fragments.
For any further assistance, don’t hesitate to contact support support@clientpoint.net.