Step 5: Reviewing, Protecting & Publishing Your Document

The final step in creating your first PageTiger document is to review and test it before applying your Security Rule and publishing it. This video will guide you through all of the essential final checks you need to make before your document goes live.

More from this Training Series

INTRODUCTION

How to Create Your First PageTiger Document

STEP 1

How to Set Up Your First PageTiger Document

STEP 2

How to Build Your First PageTiger Document

STEP 3

How to Add Content to Your PageTiger Document

KEY TAKEAWAYS

What we have covered:

  • The importance of labelling all interactivity layers for analytics.

  • Why you need to provide meaningful titles to your pages.

  • How to test navigation, media, assessments, and overall user experience before publishing.

  • Applying the correct Security Rule.

  • Reviewing your document settings to optimise design, accessibility, security, and analytics before going live.

INSIGHTS

The Finale Step To Publishing Your Document

Quality assurance goes beyond checking the visual design; it ensures every interactive element functions correctly and that the document behaves exactly as intended for your audience.This stage ensures every page looks right, every interactive element behaves as intended, and your document is fully optimised for analytics, security, and user experience.

1. Reviewing Your Document for Accuracy and Functionality

Before publishing your document, it’s essential to carry out a thorough review to ensure everything works exactly as intended.

This should include:

  • Clicking through every interactive layer to ensure it has been set up and linked correctly.
  • Testing navigation, video playback, assessments, pop‑ups, polls, and links.
  • Ensuring your content is optimised for Analytics, so insights are easy to interpret once the document goes live.

Clear naming conventions make a huge difference when analysing user behaviour, so labelling is a critical step.

2. Labelling Interactivity Layers for Analytics

Properly labelled interactivity layers help you understand how your audience engages with your content.

Examples include:

  • Renaming videos (e.g., “Welcome video” instead of “Play video file 1”).
  • Giving links meaningful labels such as “Data protection policy”.
  • Naming assessments clearly (e.g., “Induction policies knowledge check”).
  • Labelling polls (e.g., “Onboarding guide feedback poll”) and adding a heading that users will see.

These small optimisations make your analytics easier to interpret and ensure precise tracking across multiple pages.

3. Renaming Pages for Clearer Insight

Analytics tracks what your audience is engaging with and which page it is happening on. 

Meaningful page titles give you instant clarity on:
 
  • Which pages receive the most attention.
  • Where engagement drops.
  • How users move through your content.

You’ll also see a Title field used for Accessibility mode. While this doesn’t affect analytics, it ensures an inclusive reading experience.

4. Exporting Your Document

Once your content is reviewed and labelled:

  1. Click Home, then Update Document.
  2. If your document contains stock images, you’ll be prompted to license them.
  3. Getty Images are included in your PageTiger subscription, so licensed images incur no additional cost.
  4. Once exported, you can preview the updated version on the Document Dashboard.

5. Version Preview: Test Your Document as a Reader

Before publishing, view your document exactly as your audience will experience it:

  • Test navigation and scrolling
  • Play embedded videos
  • Complete quizzes and polls
  • Check that all interactivity layers are aligned and working

If anything needs adjusting, simply return to TigerDesigner, make your edits, and export again.

You can also generate a temporary version link for stakeholder review without making the document publicly available.

6. Understanding Your Document Settings

Your document settings control how your content looks, behaves, and is accessed. This includes:

  • Details: Manage document name, storage location, and URL.

  • Style: Control layout behaviour, appearance on different devices, and global design settings.

  • Language: Define the language used for system‑generated prompts and messages.

  • Menu: Add a custom menu bar to give your document a microsite-style experience.

  • Domain Name: Choose the domain your document will publish on. A branded domain is selected automatically.

  • Analytics: Set the analytics rule that your document follows—preconfigured or custom.

  • Security Rules: Control who can access your content and what data is captured. This is crucial for compliance and accurate analytics.

7. Applying the Right Security Rule

Your Security Rule determines the level of data PageTiger can capture. If your document is set to unrestricted access, PageTiger will only collect basic, anonymous analytics. When you apply Reader Login or Single Sign‑On, the platform can identify individual users and provide detailed, user‑level analytics.

To accurately measure engagement, it’s best to use a Security Rule that verifies each reader. Single Sign‑On (SSO) is the most seamless option, offering secure access and precise reporting,  making it ideal for internal documents such as onboarding guides.

8. Publishing Your Document

When you’re ready to publish your document, go to Manage Version and select Publish. You’ll then be prompted to confirm or update your Security Rule. From there, you can choose to publish the document immediately or schedule specific publish and unpublish dates.

Once published, you’ll receive two types of links. The Document Link always points to the latest published version, while the Version Link remains fixed to a specific version—useful for audits, reviews, or referencing historic content.

9. Viewing Analytics After Publishing

Once your document is live, you can measure its performance and track how your audience engages with it in PageTiger Analytics.

You’ll be able to see where engagement is strongest, where attention drops off, and how effectively your interactive elements are being used. These insights make it easy to refine your content, improve user journeys, and demonstrate the impact of your document across your organisation.

FAQs

Can I review my PageTiger Document before publishing it?

Yes, in Version Preview, you can conduct a thorough review to ensure that all pages look correct, every interactive element works as intended, and the document is optimised for analytics, security, and user experience. This includes checking navigation, links, videos, assessments, and other interactive features.

What should I check during the document review in PageTiger?

You should thoroughly ensure that:

  • All interactive layers are linked and functioning correctly.
  • Navigation, videos, assessments, polls, and pop‑ups work as intended.
  • Analytics labels and layer names are clear and meaningful.
  • Page titles accurately describe the content.

Why do I need to label interactivity layers?

In PageTiger, clear labels make your analytics more accurate and easier to interpret. Proper naming helps you understand how users interact with content such as videos, links, polls, and assessments. 

What is the Version Preview for in PageTiger?

Version Preview allows you to experience your document exactly as your readers will. You can test videos, navigation, quizzes, polls, and layouts. If edits are needed, return to TigerDesigner, adjust, and export a new version.

Can I share a preview without publishing the document?

Yes, temporary links are available for sharing the document for review or approval without making it fully live. These links have an expiry date and don’t replace the main document link.