Once a Deliverable is ready, you can present it live, share it with your client as a secure link, or download it as a PDF. This article explains how to publish a Deliverable and then present, share, and download it.

Accessing Deliverables

1. Click the client picker dropdown beneath your account name in the upper left of the page.
   
    
2. Select the client's name from the list (Use the search box to find a specific client, if required).
   The client's name will appear in the client picker to show which client you're currently viewing.

3. In the Engage section of the left navigation panel, click Deliverables.
4. Click the title of the Deliverable you want to work with.

The Deliverable opens in the editor, showing the current draft or published content.

Understanding Draft and Published states

Deliverables have two states, so you can control when they're shared and when they can be edited:

Draft

• Intended for internal editing and review.
• Sections and configuration can be edited.
• Presenting, sharing, and downloading are disabled until the Deliverable is published.

Published

• Intended for client-facing use.
• Can be presented live, shared via a secure link, and downloaded as a PDF.
• Report authoring and refresh controls are unavailable until the Deliverable is returned to draft. Meeting links can still be updated in Settings. Any permitted edits to linked source records do not change the published report.

Publishing a Deliverable

1. Open the Deliverable in the editor.
2. Review the sections and confirm the content is complete and correct.
3. Click Publish at the top of the screen.

After publishing, the Deliverable is ready to present, share, or download. To make further edits, return it to draft using the state controls in the Deliverable header, make your changes, and publish again.

If the Publish button is disabled:

• Check that at least one section has been added to the Deliverable.
• Check the Sections panel for any section that's still loading or has failed to load data, and refresh or reconfigure it as needed.
• Confirm you have permission to publish Deliverables for this client.

Presenting a Deliverable

1. Open the Deliverable.
2. Confirm the Deliverable is published. If it's still in draft, publish it first.
3. Click Present at the top of the screen.

A new browser tab opens in presentation mode, showing a clean, client-facing view of the Deliverable with section navigation along the left side of the screen.

Many sections stay interactive in presentation mode rather than showing static data. 
For example: 

• In Assessments, clicking an "At Risk" or "Satisfactory" row expands it to show the individual items flagged at that level. 

• In Goals, clicking a goal's expand chevron reveals its linked initiatives.

• In Roadmap, clicking an initiative card opens a detail drawer with its status, client, owner, date, executive summary, budget, and linked items.

Sharing a Deliverable via secure link

1. Open the Deliverable.
2. Click the share icon () in the upper right of the screen, then click Share Link.
3. Select an expiry for the credentials:
   • 7 days
   • 14 days
   • 30 days
   • 90 days
   • Never expires
4. Click Generate link & password.
5. Copy the URL and password and provide them to your client.

The share link and password each have their own Regenerate action, so you can replace one without affecting the other.

To cut off client access before the link expires, click Revoke Access. This immediately disables the existing link and password. Generate a new link and password if you want to share the Deliverable again.

Downloading a Deliverable as a PDF

1. Open the Deliverable.
2. Click the share icon in the upper right of the screen, then click Download PDF.

A PDF is generated based on the current section configuration and downloaded to your browser's default save location.

Linking a Deliverable to a meeting

Keep client meeting materials together by linking the report from its Settings panel. A Deliverable can link to more than one meeting.

1. Open the Deliverable and select Settings.
2. In the meeting-links control, choose the meetings to link or remove an existing link.
3. Wait for the saved status before leaving.

Meeting links can change in both unpublished and published states. Changing a link does not refresh a published report’s data. Return the report to its unpublished state and refresh the appropriate sections when you need new report content.

Client sender-name overrides

Client-specific PDFs and shared Deliverables use the client's Sender name override when one is set. Otherwise, they use your account sender name.

1. Open the client's settings from the client actions menu.
2. Under Email sender, enter the Sender name override.
3. Click away from the field to save. Clear the field to return to the account sender name.

Editing the override requires Manage Basic Settings. For the same override in scheduled and test emails, see Scheduling a Deliverable.

Need help? Contact Lifecycle Manager Support.

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