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Publish docs to your team exclusively

Instead of publishing your docs to the web, you can choose to publish your docs internally to just your team. Learn how here.


After launching publishing, we heard that our newer features would be helpful for teams using Coda to collaborate within their domain, and not just for docs to be shared with the world wide web.

As a result, we added some more options to your sharing settings so that you can use features like interactivity modes and top navigation for the docs intended just for your team! Continue reading to learn now.

📣 Please be aware that this is an Enterprise-only feature. You must be part of an Enterprise plan with managed domains in order to publish internally to your team.

Within this article, you'll find...

 

Before you publish

Before you can publish docs internally to your team, you need to make sure all of the following are true:

  1. You are a Doc Maker in your workspace

  2. You're part of an Enterprise plan on Coda

  3. Your Enterprise org has registered owned domains in Coda

 

 

Publish a doc to your team

Once you've verified that all of the previous conditions are met, you are ready to start publishing. To publish a doc to your team, follow these steps:

  1. In the upper-right corner of the doc, click Share

  2. Click the globe icon that appears at the top of the share dialog

  3. Adjust the following publishing settings:

    1. Leave the Discoverable by anyone setting toggled off to ensure your doc can only be seen by your team.

    2. 🌟 Important 🌟 For the Audience field, ensure that Anyone in your domain is selected.

  4. You can then adjust the remaining publishing as desired. For more details on each of these settings, check out this article.

  5. Once you're happy with the settings, click Publish doc to finalize.

Now anyone in your domain will be able to access your published doc via that published link. Anyone from outside your team who tries to access the doc will see a message that they don't have access to the doc.

 

 

FAQs

If I publish my doc and it contains Packs that connect to my personal accounts (Gmail, JIRA, Drive, etc.), will my personal accounts be kept private and protected?

Yes - you can make sure that your personal accounts are protected by publishing your doc in View mode. This will prevent viewers from taking any action with those Packs. When they copy your doc, any Pack connections to the publishers’ accounts will be removed, and the new user will be prompted to connect to their own accounts.

You need to be more careful if publishing in Play or Edit mode. These modes allow viewers to push buttons and take actions in your doc. If you need to publish in one of these modes, make sure any packs are relying on Private Connections (rather than Shared Connections) for button actions. This will make buttons act as the current user. Learn more about private and shared connections here.

My published doc is in edit mode, but my form (in-doc form view of a table) is shown as play mode. What’s going on?

Make sure the user is signed in. If the user is signed out and looking at a published doc (edit mode), the form goes into play mode. They’ll need to log in to Coda to resolve this.

 

 

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