This article applies to the following Content Automation permission levels:
| ✅ Contributor | ✅ Author | ✅ Designer | ✅ Admin |
Key terms
Document: Documents can be created by users from their available suite of templates. Documents are the individual pieces of collateral that live inside a project folder e.g. brochures, web ads, signage, business cards, social media tiles, etc. These documents can be edited based on the inputs available in that template. Documents may or may not require approval to be exported and downloaded, shared, or printed.
Export: Documents converted to their finished file format e.g. HTML files being converted into PDF documents.
How to view and download your exported document
Now that you have exported your document, it's time to download it. You can either click on the document to view a preview and download it or download it straight from the export screen.
Export Screen: You can download your document straight from the export screen by selecting the download button or using the drop-down and selecting the share link.
Document Preview: Similar to the export screen, you can choose to either download or use a share link, but in this view, you are shown a preview of your document.
Frequently Asked Questions
What is a share link and who can see it?
A share link is a live link that allows you to send your document to anyone, allowing them to view and download the document, regardless of their permissions in the platform.
When is a share link used?
A share link can be used anytime, but an example is if you need to send a document to a printer, and the file is too large to send via email. You can simply provide the printer with the link and they will be able to download it.