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Publishing a document in Steppd promotes it from a private draft to your active process library. Once published, the document becomes the authoritative version of that process and can be shared via a public link or embedded directly in the tools your team already uses. This guide covers the full publishing workflow and every share option available after publishing.
1

Find your draft in My Documents

Open My Documents from the sidebar. Drafts appear in the document list with a Draft status badge. Find the document you want to publish.You can open it to review the content before publishing by clicking the document title, or go straight to the action menu.
2

Publish from the action menu or editor

There are two ways to publish:
  • From My Documents, open the action menu (the ⋯ icon on the document row) and select Publish.
  • From the editor, click the Publish button in the top toolbar while the document is open for editing.
Steppd immediately promotes the draft to Published status. The document is now your active source of truth for that process.
Once a document is published it becomes read-only. To make further changes, use the Revise action to create a new draft linked to the current published version. See the versioning concepts page for more detail.
Each publish counts as one revision against your plan’s publish limit. Trial accounts include 7 free published revisions. After reaching the limit, you must upgrade your plan to publish again.
3

Share with a public link

After publishing, you can generate a public URL that anyone can open. No Steppd login required.
  1. Open the action menu on the published document and select Embed, or click the Embed button in the editor or viewer toolbar.
  2. In the Embed modal, click Create embed link if no link exists yet.
  3. Steppd generates a token-based URL in the format {APP_URL}/embed/{orgSlug}/{token}.
  4. Copy the Embed URL and share it via Slack, email, or any other channel.
The embed link requires no authentication to view. Anyone with the URL can read the latest published version of the document.
4

Embed in another tool

If you want the document to appear inline inside another product, copy the iframe snippet from the Embed modal and paste it into your tool of choice.
<iframe src="EMBED_URL" width="100%" height="600" frameborder="0" allow="fullscreen"></iframe>
The src value is the Embed URL you copy from the Embed modal. Steppd embeds work in any tool that accepts iframe HTML, including:

Notion

Use the Embed block and paste the iframe URL or snippet.

Confluence

Insert an HTML macro and paste the full iframe snippet.

HubSpot

Add a rich text or HTML module to any page and paste the iframe snippet.

ClickUp

Use the Embed widget in a ClickUp doc or view and paste the URL.
For more detail on managing embed links, including resetting or revoking them, see the exports and embeds guide.

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Webhook notifications on publish

If your organization is on the Scale plan and has webhooks configured, publishing a document automatically fires the document.published event to all subscribed endpoints. This lets you trigger downstream automation, for example, notifying a Slack channel, updating a vector database, or kicking off an onboarding workflow.
Webhooks are a Scale plan feature. To configure them, go to Profile → Webhooks or Settings → Webhooks. See the webhooks integration guide for setup instructions.