Gen 3

Gen 2

Documents

Gen 3

Documents

Publish template versions

When a template version is ready to become an active deliverable, you are ready to publish it to the BriteCore system.

Publishing a document requires an effective date, similar to a policy or line of business. This is the date when a particular version of a deliverable will be usable in the system.

Once a version has been published and its effective date has passed, you can no longer edit the template. If you discover an error or would like to revise a published version, you must create a new template version.

To create a published version of your template:

  1. In the BriteCore menu, select Documents.
  2. Select the appropriate template folder.
  3. Select the template you want to publish.
  4. In the template editor, select Settings.
  5. In the Settings dialog box, the Name is populated. You can edit it as needed.
  6. The Description box is populated. You can edit it.
  7. The Version Name box is populated.
  8. In the Version Description box, type a description.
  9. In the Version Effective Date box, select and choose a date on the date picker. You can also type in the date: YYYY-MM-DD.
  10. Select Save.

 Note: For a template to be rendered in BriteCore, you must set an Effective Date.

Once a template goes live, the version under the Explore Templates screen changes to Live.