Set a workbook's status (Active or Inactive) Last updated: Sep 26, 2026

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

1. Open the workbook in the Publisher (Configure).
2. Click the status badge next to the workbook name.
3. Under Set Status, 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 to the live fill-in view. Inactive workbooks do not appear in the Portal list.