Skip to main content

Publications


TAILORED FOR END USERS, MANAGERS, AND CUSTOMER ADMINS
INTRODUCTION

The Publications feature in SapienceIQ allows users to view publications that have been rendered and delivered to them based on a schedule. Users receive publications according to role-based access or explicit assignment by the publisher. Publications ensure timely access to relevant content without needing to manually search or open reports.

HOW IT WORKS

  • Users can view, download, flag, or delete publication items from their Publication board.

  • Bulk actions allow multiple publications to be downloaded, flagged, marked as read, or deleted at once.

  • Filters and view management options help users organize and manage publications efficiently.

ACCESSING PUBLICATIONS

  • Open the Hub, click the Publication icon from the Vertical Ribbon menu on the left.

  • From the Bulletin Board, access the Publications feed via the Toolbox on the left or by clicking the tiles on the Bulletin Board.

PUBLICATION BOARD

  • By default, the board displays all unread publications.

  • Filters can be applied to narrow the listing by type, time, or flagged items

  • Admins can toggle the Admin View to switch between User and Admin perspectives.

  • The Schedule Manager link opens the Schedule and Subscription Manager to view and manage schedules for publications, subscriptions, and data alerts.

PUBLICATION LIST ITEMS

  • Download: Download the rendered publication for offline use. The item is removed from the board after download.

  • Delete: Soft delete the publication from the user’s list. Other users retain access.

  • Go to Item Location: Open the source content in the Content Manager.

  • Flag: Mark the publication for easier retrieval in the future using filters.

COLUMNS DISPLAYED

  • Type: Content format (PDF, Word, etc.). Hover to view the type name.

  • Schedule Name: Name of the schedule generating the content.

  • Source: Name of the source file.

  • Author: User who created the source.

  • Run-Time: Date and time the schedule ran.

  • Timezone: Timezone in which the schedule ran.

BULK ACTIONS

  • Download: Download multiple publications in a zipped archive.

  • Mark as Read: Mark selected items as read to remove them from the default listing.

  • Flag: Mark selected items as flagged for easier future access.

  • Delete: Soft delete selected items.

  • Mark All as Read: Marks all currently listed publications as read.

LIMITATIONS

  • Publications are user-specific and cannot be shared across accounts.

  • Items removed via Delete are only removed from the user’s board and remain available to other users.

  • Access to publications depends on role security or explicit assignment by the publisher.

  • Filters and bulk actions only affect the currently visible listing on the Publications board.

FINAL NOTE

Publications provide a central interface for receiving, managing, and interacting with rendered content automatically. Users can organize, download, and track publications efficiently, ensuring they stay informed with relevant updates without manual intervention.

Back to top