Outcome
You will choose the correct delivery channel, create a current output, and verify the audience and access behavior before distribution.
Navigation path
Document Wizard > Review & Customize
Access
PDF, Listing Hub, Deal Rooms, CRM, and Email Blast capabilities follow the current plan and role.
On this page
What you will accomplish
Goals
- Choose the correct output channel
- Create an output from the latest saved state
- Test access before distribution
Choose the delivery channel
The final audience and access requirement determine the channel.
Reviewed document
PDF copy
Public listing
Confidential Deal Room
Email Blast
- Reviewed documentPDF copyFile delivery
- Reviewed documentPublic listingPublic marketing
- Reviewed documentConfidential Deal RoomProtected files
- Reviewed documentEmail BlastAudience outreach
Before you start
Data, sources, and access to prepare
- A completed final-quality check
- A known audience and confidentiality level
- Permission for the selected delivery channel
Prepare these details
- Identify the exact recipients
- Classify the content as public or confidential
- Confirm the latest save and final approval
- Know whether recipients need a static file, live page, protected room, or campaign
Complete the task
- 1
Choose the channel
Delivery plan
Select one output channel from the decision table.
Expected result: The channel matches the audience and access requirement.
If this does not happen: Use Deal Room rather than a public listing for protected diligence files.
- 2
Open the owning workflow
Review & Customize or Property Hub
Open the selected PDF, Listing Hub, Deal Room, Share, or Email Blast workflow.
Expected result: The relevant controls appear.
If this does not happen: Return to Property Hub when the next destination is unclear.
- 3
Start the selected output
Property Hub or Review & Customize
Select Download PDF, Listed, Create Deal Room, Share, or Email Blasts for the channel you chose.
Expected result: CREBuilder opens or begins that specific output workflow.
If this does not happen: Use the channel decision table above to return to the correct starting screen if the expected control is absent.
- 4
Wait for completion
Selected workflow
Wait for the confirmed completion state.
Expected result: The PDF, listing, room, collaboration, or campaign state is available for review.
If this does not happen: Do not repeat an action with an uncertain final state.
- 5
Test as the audience
Downloaded file or external browser
Open the output using the intended recipient context.
Expected result: Content and access match the delivery plan.
If this does not happen: Correct the source or access control before distributing the link or file.
Delivery-channel reference
| Goal | Channel | Key distinction |
|---|---|---|
| Send a fixed file | A snapshot that does not update after download | |
| Let a teammate edit | Share collaborator access | Grants app access rather than public delivery |
| Market the property publicly | Listing Hub | Listed, Sync, Status, and access are separate controls |
| Share confidential diligence | Deal Room | Identity, NDA, approval, and file controls |
| Send a campaign | Email Blast | Requires recipient validation, review, and delivery status |
Verify before you finish
- The output came from the latest saved document
- The channel matches the audience
- Public and confidential material are separated
- External access was tested
- The final state is confirmed before any retry
Troubleshooting and next steps
The expected output action is unavailable.
Likely cause: The role, plan, document state, or package may not support it.
- Read the access or eligibility message.
- Ask the owner or administrator to verify permission.
The audience sees stale content.
Likely cause: A prior PDF or publication may predate the latest source edit.
- Confirm the source save.
- Generate or publish a new output.
- Retest the exact distributed artifact.
Final verification
- Review & Customize or Property Hub: The relevant controls appear.
- Property Hub or Review & Customize: CREBuilder opens or begins that specific output workflow.
- Selected workflow: The PDF, listing, room, collaboration, or campaign state is available for review.
- Downloaded file or external browser: Content and access match the delivery plan.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.