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: 

  • When parameters exist on a book, but not a document, parameters are applied to all documents in the book.

  • When parameters are in documents, but not in a book, parameters are applied to the specified document.

  • 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: 

  • Microsoft Word

  • Microsoft PowerPoint

  • Microsoft Excel

  • PDF

To create a .zip file, follow these steps: 

  1. Select the book, section, or documents to be zipped.

  2. 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: 

  1. Select the book or section to merge.

  2. Under the Tree Navigation, click Merge.

Files are downloaded to your OneStream user folder.