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Publisher
Product Roadmaps
Manuals
Videos
Getting Started
Mapping
Setting up environment
Collaboration
Analysis
Themes
Helpful Tips
Configurations
Release Notes
2024
2023
2022
2021
Examples Library
Events
In-Person Events
White Papers & Case Studies
Whitepapers
Case Studies
Videos
Modeler
General
Work Environment
Brainstorm
Mapping
Layout
Design
Analysis
On-screen reports
Exporting, printing and reporting
Importing
Collaboration
Versioning
Authorization
Sharing and publishing
Global tables
Comments
Findings
Process approval
Viewer (App)
General
Work Environment
View
Diagrams
Navigation
Comments
On-screen reports
Print / Report
Process approval
Publisher
General
Work Environment
Viewing Diagrams
Publishing
Overviews
Test Navigation
Printing, Exporting and Importing
On-screen reports
Teamboard
Introduction
General
Work Environment
Main notions
Teamboards
Exporting and Importing
Configuring a Teamboard
Work Items
Work views
Admin Center
Environment setup
General
Dashboard
General
Publisher
Here you can find the manual of our Publisher. Click on a topic on the left side to see all related articles on the right side.
General
What is the Engage Process Publisher?
How do I navigate between the Publisher and other applications in Engage?
Work Environment
How can I change the default workspace layout?
Where do I change my preferences (e.g. language or date format)?
How do I log on and off?
How do I change my password?
Viewing Diagrams
Can I rename a diagram?
What are the different ways that I can view the process diagram?
What can I view about diagrams sent to be published?
Can I expand and collapse parts of the process in the Publisher?
Publishing
Making a process manual with the Publisher.
Modify the Authorization within the Publisher
How can I search in the Publisher?
How can I see the approved processes waiting for publication?
How do I create a Viewer link?
How can I see the publication history of a process?
See more
Overviews
What is an overview grid?
How can I create a "project house" to navigate all published processes using 'shapes'?
How can I link diagrams, folders and documents to shapes?
What is an 'overview diagram' and how can I create/update one?
Can I change my process diagram into shapes (overview diagram)?
See more
Test Navigation
How can I test how navigation works around a publication?
Printing, Exporting and Importing
How can I export and import a process or diagram in the native Engage format?
How do I download a diagram/report as a PDF or Word file?
How do I download a diagram as PNG file?
On-screen reports
How do I generate an overview report of published diagrams and their administrative data/publication history?
Why can't I view a process that is linked in my published process?
Can I generate a report on who gets notified when feedback is left?
Can I make a report on the initial overview settings set for each user?
How can I create a report on the viewer settings?
What on-screen reports can I make in the publisher?
Can I make an authorization publications report?
See more