Pretty soon after launching our suite of publishing features in February, we heard that our newer features would be helpful for teams using Coda to collaborate within their domain, and not just for docs to be shared with the world wide web.
Starting today, we’re adding some more options to your sharing settings so that you can use features like interactivity modes and top navigation for the docs intended just for your team! To access these new options click " Share " and then select " Publish " at the top of the sharing menu.
tl;dr - Keep your “Discoverable to anyone” setting toggled to off to publish a doc to only be accessed by teammates on your domain. Toggle it on if you want to publish to the world wide web.
Here are some more details:
By default, your discoverability settings will be toggled Off . This means if you are part of a team’s managed domain, upon completing the steps to publish your doc:
- Your doc will not be published to the worldwide web, and it will not be submitted for indexing by search engines
- Your doc will not appear listed on your maker profile (here’s an example); note that if you want a maker profile, you will need to publish a doc to the world wide web with Discoverability switched to on
- Anyone in your domain will be able to access your published doc at the link you specify; anyone from outside your team who tries to access the doc will see a message that they don’t have access to the doc
- All other publishing features can be used as expected within your team:
- Doc Interactivity : Can people just read the doc? Play with various calculators in the doc? Make contributions to the doc, like adding rows to a table or voting on topics? You choose!
- Copy : You can add a copy button to your doc to make it easier to replicate for things like internal templates, etc.
- Show sections in top nav : You can give your doc a more website-like feel with top nav
- Visual Options : Published and unpublished docs have access to a variety of visual options, including cover images, subtitles, author bylines, font styles and sizes, section outlines and more
IMPORTANT: If you do not have a domain set up with Coda, the above does not apply; even with discoverability settings toggled off, publishing a doc will still share to the world.
We hope this new option helps you use Coda to make and share polished executive dashboards, team wikis (with a controlled group of editors) or internal modeling tools that feel less “breakable” to your teammates.
But what if you do want to publish a doc to the web on behalf of your team, or have it listed on your public maker profile? Simply toggle the “Discoverable to anyone” switch to “On” and it will be available to anyone with the published linkーwhether they are shared the link directly, find it via search engines, or click it from social media sites where it has been shared.
And don’t worryーnot everything about sharing docs is changing. When you make a new doc, it is still only accessible to you by default. When you click the " Share " button in the upper right hand corner of a Coda doc, and make selections in the “Share” menu that pops up, your options for inviting teammates in the same Coda workspace as Editors, Viewers, etc. also remain unchanged.