Publish Documents
From Narrative Reporting, publish documents for easy sharing by either creating a zip file or merging all documents into one file. Output of the publish tools is a processed version of the document.
Books and Documents with Parameters
Follow this guidance when using Zip and Merge:
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When parameters exist on a book, but not a document, parameters are applied to all documents in the book.
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When parameters are in documents, but not in a book, parameters are applied to the specified document.
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When parameters conflict between books and documents, book parameters are applied to all documents and the conflicting document parameters supersede the book parameters.
Zip
Download individual documents as a .zip file to view the documents on your local machine by using the Zip functionality. You can zip the following file types:
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Microsoft Word
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Microsoft PowerPoint
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Microsoft Excel
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PDF
To create a .zip file, follow these steps:
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Select the book, section, or documents to be zipped.
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Under the Tree Navigation, click Zip.
Files are downloaded to your OneStream user folder.
Merge
Rather than downloading and sharing individual documents, you can download a merged version of a book or individual section using the merge feature. File types supported by the merge feature include Microsoft Word and PowerPoint.
To create a merged version, follow these steps:
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Select the book or section to merge.
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Under the Tree Navigation, click Merge.
Files are downloaded to your OneStream user folder.