How to Export a Document as a Web Page (Dashboard)
When you create a new document in Displayr it can only be viewed by people in your company that have a Displayr account. To share it with other people as an online dashboard:
- Click the Publish drop-down at the top of the screen.
- Click Publish as Web Pages button.
- Choose Who has access for the published document. The options are:
- Public on the web. Anyone on the internet can find and access. No login required.
- Anyone with the link. Anyone who has the link can access. No login required. This option is only available if you have purchased a Displayr license.
- Login and password required. Shared with specific people. This option is only available if you have purchased a Displayr license, and will require the individuals to have been invited as document viewers to your Displayr account.
- If you wish to hide the navigation bar, expand Advanced Options and check the option which says Hide navigation pane (see Navigation Bar).
- Press Publish.
- Press View or copy the link to share with your colleagues or clients.
Please note that publishing a document using a professional feature will convert the document type to professional if it is a free document. See Free vs Professional Documents for more information about free and professional document types.
Publishing a document privately requires a Professional Displayr license and server time for private dashboards. Once a document is professional it cannot be published publicly.