User Guide

Add Content [Admin Only]

The Add Content page allows you (an admin user) to upload or import a document from your local file or another server to your Docurated server.

There are three ways to import a file to your Docurated server, which are as follows:

Upload from your local machine through drag-and-drop or through the upload button. You can also choose to keep these files private through a checkbox.
Upload from the web using file URL.
Import from third-party servers that are synced with your Docurated server.

Additionally, you can upload HTML files through the button Upload Interactive Docs and upload PowerPoint templates in the same manner as you upload any other document file.

Sync with Third-party Servers

The process to integrate your Docurated server with some third-party servers (such as Dropbox, Box, Google Drive, and Salesforce) is the same. For other servers (Marketo and Quark Publishing Platform) the process differs. These processes are as follows:

Box, Dropbox, Google Drive, or Salesforce

To integrate Box (or Dropbox, or Google Drive, or SalesForce) with your Docurated server:

On the Add Content page, select Box from the list of repositories in the right pane, which opens a dialog that asks you to log in to your Box account.
Select the button Login to Box to Configure your Account to open the Box login page.
Enter your credentials and then select the button Authenticate to open the Box and Quark Docurated Sync Preferences page.
On the Box and Quark Docurated Sync Preferences page, select the files you want to sync and then select the button Save.

Marketo

To integrate Marketo with your Docurated server:

Select Marketo from the list of repositories in the right pane. This opens a form to synchronize Marketo with Docurated.
In the form, provide the following information:
1. Name: The name of your Docurated server.
2. Instance URL: Your organization-specific Marketo URL.
3. Client Id: The Client Id of the web service created for Docurated in Marketo.
4. Client Secret: The secret key to the web service created for Docurated in Marketo.
5. Create Automatic Leads: When checked, allows automatic creation of Marketo leads on your Docurated server.
Select the button Submit.

Quark Publishing Platform

To integrate your Quark Publishing Platform (Quark Publishing Platform NextGen) server with your Docurated server:

Select Quark Publishing Platform from the list of repositories in the right pane. This opens a form to configure your Quark Publishing Platform server for Docurated.
In the Quark Publishing Platform server configuration form, provide the following information:
1. Repository ID: A unique repository ID of your Quark Publishing Platform server that Quark provides.
2. Host URL: The URL of your Quark Publishing Platform Server.
3. JWT Token: A unique authentication token key that you receive from Quark Support team.
4. Types: The file formats that you want to import from your Quark Publishing Platform server to your Docurated server. For example, Docx, PDF, Excel, PNG, PPT, and so on.
5. Collection to Sync: The Quark Publishing Platform server collections that you want to synchronize with your Docurated server.
6. Interactive Doc Attribute Name (optional): The name of the attribute you have defined on your Quark Publishing Platform server for interactive doc (.zip of HTML) files.
7. Hardcoded Permission (optional): Any access permission that you want to enforce on the imported data. By default, the permissions that you have set for your Quark Publishing Platform Server are mapped as they are to your Docurated server.
8. Last modified meta key (optional): The name of the attribute you have defined on your Quark Publishing Platform server to track the last modified date and time of assets.
9. Custom Attributes to Sync (optional): Any Quark Publishing Platform Server-specific attributes that you want to map to the Docurated server.
10. Description Attribute Name (optional): The name of the attribute you have defined on your Quark Publishing Platform server to contain a description of an asset.
11. Concurrency Factor: The maximum number of files that you want to process at once.
12. Global Sync User Email: Email address of the super/system admin of your Quark Publishing Platform Server.
You can synchronize several Quark Publishing Platform servers with your Docurated server at once.
You can also define queries to map specific data from your Quark Publishing Platform server to your Docurated server. To define a query, provide the following information:
1. Key: A high-level attribute such as content type.
2. Value: A value or a set of values for the Key that you have defined. For example, for the Key content type, the values can be an image, PDF, and so on.
3. Condition Type: Any condition that you want to define based on the Key and Value you have defined. For example, import documents "where content type is not an image."
4. Query Result Set: The maximum number of results you want to get for a query.
A query overrides the default mapping settings.
Additionally, you can define that crawling mechanism through the following checkboxes:
1. Disable Group Crawl: When checked, stops mapping
2. Disable Reverse Crawl: When checked, stops mapping the changes that make to a document on the Docurated server.
3. Disable Checkpoint Crawl: When checked, stops mapping the last updated status of documents.
Select the button Submit.

Docurated Desktop Application

To set up and synchronize the Docurated desktop app, you first need to download the app from your Docurated web application server. All these processes are defined ahead in the section Desktop Application Set-up.