User Guide

Top-of-the-bar Operations

• Go to Location: Opens the location where the selected asset is stored on the server on the Browse page. 

• Edit: Checks out the selected asset and opens the asset in the content editor of Quark Publishing Platform NextGen for you to make edits. 

• Update Revision: Allows you to replace the version saved on the server with an updated version saved on your local machine.

• Download: Downloads the selected asset to your local machine.

• Export: Allows you to export/download a CSV file of the asset to your local machine.

• Reindex: Re-indexes the file on the system (refreshes and reloads the file on the server).

• Duplicate: Creates a copy of the file on the server. 

• Discard: Removes the checkout status of an asset. This option only appears for the assets that are checked out.

• Delete: Deletes the file from the server.

  To remove the selection from an asset, un-check the checkbox icon before the asset listing.

  

Quick Menu Operations

These options provide a few quick operations on the selected file, whose icons appear when you hover over a file. These options are as follows:

• Edit (icon ): Checks out the selected asset and opens the asset in the content editor of Quark Publishing Platform NextGen for you to make edits. 

• Preview (icon ): Opens the Asset Details pane (on the right-hand side of the page) to display the preview of the selected asset.

• Attributes (icon ): Opens the Asset Details pane to display the properties (metadata) of the selected asset.

• Link (icon ): Opens the Asset Details pane to display the links and references in the selected asset.

Additionally, the kebab menu icon next to the quick menu icons expands a context menu that contains the same set of operations as in the top-of-the-bar, except the operations Create Translation, which is visible only when a translation configuration is enabled for the document. 

Create Translation

The Create Translation kebab menu option allows you to create a translation for a document based on the translation configurations available for the document. Creating a translation here means assigning the tasks of translation to another user (who is responsible for creating translations in your organization). The process is as follows: 

1. Select the option Create Translation in the expanded kebab menu of a listed document to open Create Translation dialog.

2. In Create Translation dialog, select a translation configuration based on which you want to translate your document. 

   

3. Select the button Confirm to initiate the translation task. 

   The Create Translation dialog also displays the list of available translations in the left pane to prevent you from creating a copy of the same translation. However, if the source document contains some updates and you want to create the same translation again, select the same translation configuration and then select the option Override Changes to translate the updated component only or select the option Override All to translate the entire document again.

   

   Also, if you want to modify the configuration (workflow status and assigned user/group), select the button Modify and then make changes as required. 

   

File Information

This section of the Asset Details pane displays the following generic information about an asset: 

• Asset name

•  icon to mark the asset as a favorite

• Content type of the asset

• Collection folder

• Branch

• Version

• Date of creation

• Workflow status the asset is in

• Author

File Operations

The Asset Details pane provides the options for the following file operations, some of which you have to invoke through the kebab icon:

• Edit: Checks out the selected asset and opens the asset in the content editor of Quark Publishing Platform NextGen for you to make edits.

• Start Workflow/Change Workflow Status: Opens the Change Workflow pane to allow you to change the workflow.

  

• Download: Downloads the asset file. 

• Publish: Opens the Publishing Channels pane to allow you to select a publishing channel to take an output.

  

• Reindex: Re-indexes the asset and reflects the latest changes. 

• Discard: Cancels the checkout status and checks in the asset to the server.

Tabs (Panes)

The Asset Details pane has the following tabs:

• Preview: This allows you to preview a document in several formats (channels) and also provides a few related options such as resizing (zoom-in, zoom-out) the preview, downloading a preview, and refreshing the preview. 

  

• History: Displays all the versions of a document with the options to display the autosave versions. You can also revert to an earlier version in the same manner as described in the section Author > App Panes > History. 

  

• Properties: Displays all the properties (metadata) of a document with the options to edit properties, to display all the properties associated with a document, and to search for a specific property by name.

  

  When you select the button Edit, Quark Publishing Platform NextGen opens the Edit Asset pane in which all the properties are editable. You can edit the properties you want to change and then select the button Submit to implement the changes.

  

  Some properties are dependent on another property. For example, when you select a value in the property Country, Quark Publishing Platform NextGen automatically lists the states/prefectures from the selected country. The dependencies between properties can be hierarchical or peer-to-peer.

  

  You can configure Quark Publishing Platform NextGen to not create a new version of an asset when you change asset properties such as workflow status, Assigned To, and so on. For more information, see Appendix.

  Additionally, you can edit common properties for several assets at once through the following process:

  1. Select the assets for which you want to change some common properties/attributes. 

  2. Expand the kebab menu in the top bar and then select the option Edit Attributes to open the Asset Attributes pane on the right side of the screen. 

     

  3. In the Asset Attributes pane, select the attribute you want to change from the Select Attribute dropdown menu.

     

  4. Change the attribute's value and then select the button Save. 

• Link: The Link pane contains the following two paginated tabs:

  • References: Displays all the referenced elements from the server in a document and elements within the document that are referenced in other documents. You can also search for a linked or referenced component by name and directly open a linked or referenced asset by clicking on the name of the asset.

    

  • Translations: Displays all the translations available for a document. 

• Audit: Displays all the events related to an asset, such as when you open an asset, close an asset, change property, and so on. Through the Audit pane, you can filter the results for events by date range, event type(s), version(s), and user(s). Additionally, there are options to go back forward between audit lists, revert a selection, refresh the list, and download the list as an image, data, Crosstab, PDF, PowerPoint, or Tableau Workbook file. 

  

  When you select the button Download, a popup to select the format.

  

  Some options in the Audit tab are Tableau-specific.

• Trends: The Trends pane displays several section and document-level engagement statistics.