Set a workbook's status (Active or Inactive) Last updated: Aug 16, 2026

Control whether a workbook is visible and fillable in the Portal.

1. Open the workbook in the Publisher (Configure).
2. Click the Status menu near the top-right.
3. Choose Active to publish it (visible and fillable in the Portal) or Inactive to hide it while you draft.

Once a workbook is Active, use Open in Portal to jump straight to the live fill-in view. Inactive workbooks do not appear in the Portal list.