If you spot an error after publishing a period, you can pull it back to in-review status for edits. This guide covers unpublishing.
💡 Tip — Who can use this For advisory partners, in a client's review workspace (after publishing).
Quick reference
| Step | Action |
|---|---|
| 1 | Click Unpublish to pull the period back |
Step 1 — Unpublish
In the review workspace's publish section (after a period is published), click Unpublish. The period's status flips back to in-review: the client loses visibility of the scores and advisory until you publish again.
⚠️ Warning — The client loses visibility Unpublishing hides the advisory from the client immediately. Use it only for genuine corrections, not casual edits. If you just want to tweak a detail, consider whether the change is important enough to interrupt what the client is already seeing.
📝 Note — Republish when ready After editing, click Publish Period again to push the corrected version live. The client is notified again that their advisory is ready.