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Publishing Settings ​

Use Publishing Settings when you need product-level control over:

  • which procedures are available to viewers
  • public and private access separately
  • viewer languages
  • reporting options
  • branding
  • manual export

Choose Public Or Private First ​

Step by step

Start on the correct publishing tab

Public and Private are configured separately on the same product.

Product HomePublish Settings
Steps
  1. In Product Home, click Publish Settings.
  2. Choose the Public tab if the content should be available from a public link.
  3. Choose the Private tab if the content should be restricted to authenticated users.
  4. Make your changes inside the selected tab.
  5. Click Save.
Example

Publish onboarding procedures publicly, but keep maintenance and audit procedures private.

Publish page of a product with the Public and Team audience cards, the link and QR code of the selected audience, and the Content list with one switch per document or procedure.
Pick the audience (1), share its link or QR code (2), and choose under Content (3) what that audience sees.

Publish Or Unpublish Procedures ​

Step by step

Choose which procedures belong in each tab

The same procedure can be public only, private only, both, or unpublished.

Publish SettingsPublic or Private tabProcedures
Steps
  1. Open the correct tab.
  2. Find the procedure in the list at the top of the page.
  3. Turn the procedure on or off for that tab.
  4. Repeat for the other procedures you need to change.
  5. Click Save.
Example

Keep Replace Internal Fuse in Private only, but enable Install Battery in Public and Private.

Content list of the Publish page: one document and four procedures, each with its type and a switch; only Move the mechanism is switched on.
The switch at the end of a row (1) publishes or unpublishes that item for the selected audience.

Add Viewer Languages ​

Step by step

Add or update viewer languages

Each tab has its own language list.

Publish SettingsLanguages
Steps
  1. Open the Public or Private tab.
  2. In the language section, add the languages you want viewers to use.
  3. Click Save.
  4. Wait while TwinWorks generates translations in the background.
Example

Add French and Spanish to the Public tab if the same public procedure must be consumed by multiple language groups.

Result

The selected tab exposes those viewer languages after translation completes.

Publish Settings language selection area with the current viewer language list.
Viewer languages — Language selection happens per tab, and the Save action starts the translation workflow for the viewer.

Configure Viewer Options ​

Public Tab ​

The public tab currently supports:

  • Feedback Collection
  • Augmented Reality
  • View related document
  • Branding

Private Tab ​

The private tab currently supports:

  • Reporting
  • Photo Reporting
  • Feedback Collection
  • Augmented Reality
  • View related document
  • Branding

Photo Reporting depends on Reporting.

Step by step

Turn viewer options on or off

Viewer options are also saved per tab.

Publish SettingsViewer options
Steps
  1. Open the tab you want to edit.
  2. Turn the relevant options on or off.
  3. If you enable Photo Reporting, make sure Reporting is also enabled.
  4. Click Save.
Example

In the Private tab, enable Reporting and Photo Reporting for field-service procedures that require evidence. In the Public tab, leave reporting off and use View related document instead.

Publish Settings private tab with the viewer option toggles highlighted.
Viewer option toggles — Viewer options are also configured per tab, including reporting, feedback, AR, related documents, and branding.

Use The Product Assistant In The Viewer ​

Step by step

Ask questions while viewing a published procedure

If the viewer assistant is available in your workspace, viewers can open it from the black Tina button in the viewer bar.

Published viewerTop barAssistant
Steps
  1. Open a published procedure from a public or private viewer link.
  2. In the viewer bar, click the black assistant button with the Tina icon.
  3. Type your question about the current product or procedure.
  4. If needed, click the + button to attach an image from the gallery or take a photo.
  5. Send the message and review the answer.
  6. Open the cited sources in the reply when you need to verify where the answer came from.
Example

Ask: Which step shows the battery connector removal? or attach a photo and ask: Is this the correct orientation for the cover before I continue?

Result

The viewer gets contextual help without leaving the published procedure.

Product Assistant in the viewer
Product Assistant in the viewer — The viewer bar includes the black Tina button, the attachment menu, and a cited reply.

Configure Branding ​

The brand editor currently supports:

  • background color
  • card color
  • text color
  • accent color
  • logo upload

Use separate public and private branding when public-facing procedures need a different look from internal procedures.

Export A Product Manual ​

Step by step

Export the procedures from one publishing tab

Manual export uses the procedures selected in the currently active tab.

Publish SettingsHeader actionsExport Manual
Steps
  1. Open the correct tab.
  2. Confirm the published procedure list in that tab.
  3. In the page header, click Export Manual.
  4. Choose PDF or Word.
Example

Export a public PDF manual for customer onboarding, but export a private Word manual for internal maintenance review.

Publish Settings page header with Back, View, Export Manual, and Save.
Publish Settings header — The page header keeps the Back, View, Export Manual, and Save actions together.

After publishing:

  • Continue with Reporting for private execution tracking.
  • Continue with Products for product QR and serial settings.