Publishing & Export

Publishing Options

Direct Publishing

WordPress Page Publishing

1. Generate document
2. Click Publish to Page
3. Select existing page or create new
4. Choose publishing options
5. Document published instantly

Publishing Settings


• Page Title: Auto-generated or custom
• URL Slug: SEO-friendly URL
• Page Template: Use specific template
• Visibility: Public, private, password protected
• Search Engine: Allow/disallow indexing

Scheduled Publishing


Schedule Options


• Immediate: Publish right away
• Scheduled: Set future publication date/time
• Conditional: Publish based on conditions

Scheduling Features


• Time Zone: Publish in specific time zone
• Notifications: Notify team when published
• Auto-Update: Update existing pages
• Version Control: Publish specific versions

Workflow Publishing


Approval Workflow


• Generate document
• Submit for approval
• Legal team reviews
• Incorporate feedback
• Final approval
• Auto-publish or manual publish

Multi-Step Approval


• Sequential: Approvers in order
• Parallel: Multiple approvers simultaneously
• Conditional: Different approval paths
• Escalation: Automatic escalation for delays

Export Formats


PDF Export


PDF Features


• Professional Layout: Clean, readable design
• Branding: Company logo and colors
• Table of Contents: Auto-generated with hyperlinks
• Headers/Footers: Page numbers and document info
• Security: Password protection option
• Compression: Optimized file size

PDF Options


• Page Size: A4, Letter, Legal
• Orientation: Portrait, Landscape
• Margins: Standard, Narrow, Wide
• Quality: Standard, High, Print
• Watermark: Add draft or confidential marks

HTML Export


HTML Features


• Clean Code: Semantic HTML5
• Responsive: Mobile-friendly design
• Accessibility: WCAG compliant
• CSS Included: Embedded styles
• JavaScript: Interactive elements (optional)

HTML Options


• Inline Styles: All CSS embedded
• External CSS: Separate stylesheet
• Minified: Compressed HTML
• Validation: W3C compliant

Other Formats


Word Document (.docx)


• Editable: Full editing capabilities
• Formatting: Preserves all formatting
• Compatibility: Works with all Word versions
• Templates: Use Word templates

Plain Text (.txt)


• Simple: No formatting
• Email: Perfect for email inclusion
• Legal: For legal document systems
• Backup: Simple backup format

JSON Export


• Structured Data: Machine-readable format
• API Integration: For third-party systems
• Backup: Complete document data
• Migration: Easy import to other systems

Export Workflows


Single Document Export


Quick Export


• Open document
• Click Export
• Select format
• Configure options
• Download file

Advanced Export


• Select export format
• Configure detailed options
• Preview export
• Test accessibility
• Download or save

Bulk Export


Bulk Operations


• Select Multiple: Choose multiple documents
• Batch Export: Export all at once
• Zip Archive: Download as ZIP file
• Format Options: Same or different formats

Bulk Settings


• Naming Convention: Custom file naming
• Folder Structure: Organize in folders
• Compression: ZIP or individual files
• Metadata: Include export metadata

Publishing Integrations


WordPress Integration


Page Publishing


• New Pages: Create new WordPress pages
• Update Pages: Update existing pages
• Custom Post Types: Publish to custom types
• Categories/Tags: Auto-assign categories

Shortcode Integration


`
[legal_document id=”privacy-policy”]
[legal_document type=”cookie-policy” version=”latest”]
[legal_document id=”terms” format=”html”]
`

Theme Integration


• Footer Links: Auto-add policy links
• Header Scripts: Add consent banner
• Navigation Menus: Add to site navigation
• Widget Areas: Add document widgets

External Platforms


Website Builders


• Wix: Export HTML for Wix sites
• Squarespace: Compatible HTML export
• Shopify: App integration available
• Weebly: HTML page import

CMS Systems


• Drupal: Module integration
• Joomla: Extension available
• Concrete5: Block integration
• MODX: Template integration

Document Distribution


Digital Distribution


Email Distribution


• Direct Email: Send documents via email
• Mail Merge: Personalized documents
• Tracking: Delivery and open tracking
• Templates: Branded email templates

Cloud Storage


• Google Drive: Auto-upload to Drive
• Dropbox: Sync to Dropbox folders
• OneDrive: Microsoft integration
• AWS S3: Enterprise storage

Physical Distribution


Print Options


• Print-Ready PDF: Optimized for printing
• Booklets: Multi-page documents
• Brochures: Marketing materials
• Certificates: Official documents

Professional Printing


• Print Services: Integration with print services
• Bulk Printing: Large volume printing
• Quality Control: Print quality verification
• Delivery: Shipping integration

Version Management


Version Publishing


Version Control


• Live Version: Currently published version
• Draft Versions: In-progress updates
• Archived Versions: Previous published versions
• Scheduled Versions: Future publications

Version Comparison


• Side-by-Side: Compare versions visually
• Change Tracking: See what changed
• Revert Options: Roll back to previous version
• Merge Changes: Combine multiple edits

Publication History


History Tracking


• Publication Dates: When versions were published
• Author Tracking: Who published each version
• Change Notes: What changed in each version
• Audit Trail: Complete publication history

Compliance Publishing


Legal Compliance


GDPR Publishing


• Privacy Notices: Required privacy information
• Cookie Notices: Cookie usage disclosure
• Data Processing: DPA publication
• Subject Rights: Privacy rights information

Accessibility Publishing


• WCAG Compliance: Accessible document publishing
• Alt Text: Image descriptions
• Semantic HTML: Proper document structure
• Keyboard Navigation: Full keyboard access

Regulatory Requirements


Publication Deadlines


• GDPR: 72 hours for data breaches
• CCPA: 45 days for access requests
• LGPD: Similar to GDPR timelines

Documentation Requirements


• Version Control: Track all changes
• Publication Proof: Proof of publication
• Access Records: Who accessed documents
• Update Records: When documents updated

Performance Optimization


Publishing Performance


Speed Optimization


• Caching: Fast document loading
• CDN: Global content delivery
• Compression: Optimized file sizes
• Lazy Loading: Progressive content loading

Scalability


• Concurrent Publishing: Multiple documents simultaneously
• Background Processing: Large publications in background
• Queue Management: Publication queue handling
• Resource Management: Server resource optimization

Export Performance


Fast Export


• Template Caching: Pre-compiled templates
• Parallel Processing: Multi-core processing
• Memory Optimization: Efficient memory usage
• Storage Optimization: Fast file system access

Security Features


Secure Publishing


Access Control


• Publication Permissions: Who can publish
• Document Security: Secure document storage
• Audit Logging: Complete activity logs
• Encryption: Data encryption at rest

Content Security


• XSS Protection: Prevent cross-site scripting
• Content Validation: Validate published content
• Malware Scanning: Scan for malicious content
• Backup Security: Secure backup storage

Distribution Security


Secure Distribution


• HTTPS Only: Secure document delivery
• Password Protection: Protected documents
• Access Logging: Track document access
• Watermarking: Prevent unauthorized copying

Monitoring and Analytics


Publication Analytics


Usage Tracking


• Page Views: Document view tracking
• Download Tracking: Export download counts
• Search Tracking: How documents found
• User Behavior: Reading patterns

Performance Metrics


• Load Times: Document loading speed
• Conversion Rates: Action completion rates
• Error Rates: Publishing error tracking
• User Satisfaction: Feedback collection

Compliance Monitoring


Regulatory Compliance


• Publication Verification: Confirm documents published
• Update Tracking: Monitor document freshness
• Access Compliance: Privacy regulation compliance
• Audit Reports: Generate compliance reports

Troubleshooting


Publishing Issues


Common Problems


• Permission Errors: Check user permissions
• Template Errors: Verify template validity
• Server Errors: Check server configuration
• Network Issues: Verify connectivity

Resolution Steps


• Check error logs
• Verify permissions
• Test with simple document
• Contact support if needed

Export Issues


Format Problems


• PDF Generation: Check PDF libraries
• HTML Export: Verify HTML validity
• File Permissions: Check write permissions
• Memory Limits: Increase PHP memory limit

Performance Issues


• Slow Export: Enable caching
• Large Files: Use compression
• Timeout Errors: Increase execution time
• Resource Limits: Optimize server resources

Best Practices


Publishing Best Practices


• Test publishing workflow before going live
• Use scheduled publishing for important updates
• Set up approval workflows for legal documents
• Monitor publication analytics
• Keep detailed change logs

Export Best Practices


• Choose appropriate format for each use case
• Test exports on target platforms
• Use compression for large documents
• Include metadata in exports
• Verify accessibility of exported documents

Security Best Practices


• Use HTTPS for all document delivery
• Implement proper access controls
• Enable audit logging
• Regular security reviews
• Keep software updated

Related Documentation


• Document Generation
• Templates & Management
• Compliance & Multi-language
• Configuration Guide