Review and publish to the portal
Use this workflow when a report draft is structurally complete and you are ready to coordinate review, clear blockers, and publish customer-visible snapshots.
Prerequisites
- You can open the report workspace for the engagement
- The report uses the structured workspace (not the legacy read-only view)
- Reviewers are assigned or available to approve content
Steps
1
Save the workspace draft
Finish section edits, finding selection, and metadata updates in the structured workspace. Save before you rely on review or publish actions.
2
Use the review panel
Open the Review panel on the report workspace to add review threads, reply to comments, resolve threads, update reviewer status, and review revision history and collaborator activity.
3
Clear publish blockers
The Publish Approved Content panel lists blockers until the report is ready. Common blockers include unresolved review threads, missing reviewer approval, report status not set to Resolved or Closed, and unsaved workspace edits.
4
Publish report content
When readiness checks pass, publish either the full report or an individual included section. Each publish action creates a versioned portal snapshot.
5
Publish findings when needed
On a finding detail page, approvers can use Publish Finding to expose an approved finding snapshot independently of a full report publish.
6
Verify in the customer portal
Open
/portal and confirm the engagement shows the expected published item count. Drill into the engagement package to validate customer-visible content.