User Guide

Author

The Author tab of the Quark Publishing Platform NextGen enables a user with an Author license to work with different content types, and create and edit documents from within the platform. The Author tab also contains a smart content editor to edit documents. The smart editor comprises various operational and view-type functionalities.

Author Home

The Author home page or landing page provides the options to:

create new assets
access the assets already available on the repository

These options are placed across the page and appear in the following order:

Create New: Allows you to create a new asset by selecting one of the most frequently used content types. You can see all the content types on the Create New page by selecting the link See All.
Continue Editing: Lists the assets that you have checked out with the option to see all the assets that you have checked out on the Continue Editing page through the link See All.
My Assignments: Lists the assets that are assigned to you with the option to see all the assets assigned to you on the My Assignments page through the link See All.
Favorites: Lists the assets that you have marked favorite with the option to see all the assets that you have marked as favorite on the Favorites page through the link See All.

Create New

Quark Publishing Platform NextGen allows you to create a new document based on available content models from the following places on the user interface:

Create New button on the Home screen
Create New section under the Author tab

Quark Publishing Platform NextGen also allows you to create your own custom content model. For more information, see the section Admin > Content Models.

The administrator user defines access privileges for each user. So, if a logged-in user with an Author license does not have the privilege to access a certain content model, the Author tab does not display the corresponding content type to the user. More on this in the Roles and Privileges section.

To create a new asset:

Select a create new option to open the New Document page.
On the New Document page, select the content type based on which you want to create a new document.
Either double-click on the enlarged icon of the selected content type or select the text link Blank <content type> below the enlarged content type icon.
On the next screen, which displays a list of default properties related to the selected content type, modify properties based on your requirements (optional) and then select the button Create.

This list of properties (metadata) contains both types of properties - inherent and admin-defined. Some properties are automatically generated and updated by the platform; for example, Created On, Last Modified, and so on.
Quark Publishing Platform NextGen creates and opens a blank document based on the content type you selected in the content editor.

Content Editor

When you create a new document or when you open a document to edit, Quark Publishing Platform NextGen opens the document in Content Editor. Content Editor is a web authoring tool built-in in Quark Publishing Platform NextGen, which resembles other popular authoring tools such as Microsoft Word and Google Docs.

Content Editor contains several options to allow you to work with both inline and server-side components of Quark Publishing Platform NextGen.

Toolbars

Content Editor contains several toolbars and each of these toolbars has a specific set of functional options.

These toolbars are as follows:

File Operations

Some file operations always remain visible when you edit a document. These operations are as follows:

Name	Icon	Function
Save		Opens the Save dialog to allow you to save a document on the server.
Discard		Discards all the changes you have made in the current copy of the document and restores the document to the version stored on the server.
Undo		Reverses the most recent change you have made in a document.
Redo		Reverses the most recent Undo operation you have made in a document.
Done Editing		Saves the changes you have made to the current copy of the document as a new version on the server and closes the document.
Branching		Allows you to create a branch or switch to a different branch of the document. When a document already has branches, Quark Publishing Platform NextGen displays the icon instead of the default Create Branch icon.
Workflow		Open a mini Workflow right pane to allow you to change the workflow state of a document.
Close		Closes a document.

When you select the options Discard, Done Editing, or Close with unsaved changes in a document, Quark Publishing Platform NextGen triggers a confirmation message to allow you to save or discard the unsaved changes before closing the document.

When you create a new document, you do not see the options to discard, to change the workflow, and to create a branch because these options are not applicable to new documents.

Home

The tab Home contains the basic functions related to text formatting, which are as follows:

Name	Icon	Function
Para Types		Applies a paragraph type on the text. The available paragraph types are Normal, Heading, Note, and Long Quote.
Tags		Applies a tag/emphasis on the selected text. The available tags are Normal, Phrase, Citation, Country, Keyword, Organization, Person, Quote, Term, and Trademark.
Bold		Applies/removes the bold formatting to/from the selected text.
Italics		Applies/removes the italic formatting to/from the selected text.
Underline		Applies/removes the underline to/from the selected text.
Strikethrough		Applies/removes the strikethrough to/from the selected text.
Subscript		Applies subscript on the text.
Superscript		Applies superscript on the text.
Bulleted List		Creates a bulleted list.
Numbered List		Creates a numbered list.
Increase Indent		Increases the indent (moves to the right) of a list item.
Decrease Indent		Decreases the indent (moves to the left) of a list item.
Find		Allows you to search for a word or phrase within document content. Also, let's replace a word or phrase with another.
View XML		Allows you to see the XML of a document.

Insert

The tab Insert gives you several options to insert various assets types, such as tables, images, charts, and so on from your local machine and server. These options are as follows:

Name	Icon	Function
Insert Table		Inserts a table.
Insert Table from Server		Inserts a table from the server. You can save a table as a component on the server.
Insert Region from Server		Inserts a region from the server. You can save a body text region within a document as a component on the server.
Show Table As Chart		Converts a data table into a chart.
Insert Figure		Creates a figure box with a placeholder for an image, space, and figure description.
Insert Image		Inserts an image. To insert an image from your local machine, select From Local File System. To insert an image from the server, select From Platform.
Insert Excel Table		Inserts a table from an Excel file stored on the server.
Insert Excel Chart		Inserts a chart from an Excel file stored on the server.
Paste from Server		Pastes an Excel asset (table, chart, or table range) in the document.
Insert Special Character		Inserts special characters from a list of available special characters.
Math Editor		Allows you to edit math equations through Wiris MathType editor.

All these insert functions are described in detail in the section Work with Documents.

Review

The tab Review contains functions related to reviewing a document, which are as follows:

Name	Icon	Function
Add Comment		Adds a comment on a specific section of a document.
Delete Comment		Deletes a comment already available in a document.
Hide All Comments		Hides all the comments in a document.
Show Previous Comment		Moves the selection highlight to the previous comment.
Show Next Comment		Moves the selection highlight to the next comment.
Track Changes		Tracks all the changes that you are currently making to a previously saved version of a document.
Highlight Changes		Highlights all the changes that you have made to a previously saved version of a document.
Show Previous Change		Moves the selection highlight to the previous change in a document.
Show Next Change		Moves the selection highlight to the next change in a document.
Accept and Move to Next		Accepts the currently selected change and moves the cursor to the next change.
Reject and Move to Next		Rejects the currently selected change and moves the cursor to the next change.
Accept Change		Accepts the currently selected change.
Reject Change		Rejects the currently selected change.
Accept All Changes		Accepts all the changes made in a document.
Reject All Changes		Rejects all the changes made in a document.
Spelling and Grammar		Checks for spelling and grammatical mistakes in a document.

Reference

The tab Reference allows you to add references, links, and notes in a document. These options are as follows:

Name	Icon	Function
Insert Link		Adds a hyperlink to the selected text.
Insert Cross Reference		Cross-references a section in a document with a word or phrase within the same document.
Synchronize Cross Reference		Synchronizes the currently selected cross-reference. By default, a cross-reference is not synchronized, meaning, when you change the title of a referenced content, Quark Publishing Platform NextGen does not automatically update the title wherever the content is referenced.
Synchronize All Cross References		Synchronizes all the cross-references in the document.
Insert Footnote		Inserts a footnote for the selected text.
Insert Endnote		Inserts an endnote for the selected text.
Insert Citation		Inserts a citation for the selected text.
Insert Citation from Server		Inserts a citation saved on the server for the selected text.
Insert Table Note		Inserts a table note for the selected table.
Insert Section Note		Inserts a section note for the selected section.
Refresh		Refreshes the page to reflect all the recent changes.
Pin Component Reference		Pins a component reference, which means other users cannot change the referenced component.
Unpin Component Reference		Unpins a component reference to allow other users to make changes to the referenced component.
Convert to Inline		Converts a component that is referenced from the server to an inline cross-reference.

Some reference functions are described in detail in the section Work with a Document.

To options to insert a cross-reference, synchronize cross-reference, insert section notes, and insert table notes only get enabled for a document after you have saved the document on the server.

Table

The tab Table contains all the functions related to the tables, which are as follows:

Name	Icon	Function
Table Type		Changes the type of table from the available table types.
Create Table Component		Creates a component of the selected table and saves it on the server, which any user with author privileges can reuse in a document.
Replace Table from Server		Replaces the selected table from a table stored on the server.
Caption		Creates a title placeholder right above the table.
Description		Creates a description placeholder right after the table.
Insert Paragraph After		Inserts a paragraph after the table.
Insert Row Above		Inserts a row above the current (selected or where the cursor is placed) row.
Insert Row Below		Inserts a row below the current row.
Insert Column to left		Inserts a column left to the current column.
Insert Column to Right		Inserts a column right to the current column.
Split Cells Horizontally		Splits the current table cell horizontally.
Split Cells Vertically		Splits the current table cell vertically.
Merge Cells		Merges the selected table cells.
Delete Row(s)		Deletes the current row.
Delete Column(s)		Deletes the current column.
Delete Table		Deletes the entire table.
Text Color		Sets the color of the text in the selected table cell(s).
Background Color		Sets the background color of the selected table cell(s).

Apart from the Text Color and Background Color options, you can invoke all the other table functions in the context menu by right-clicking on the table.

Region

The tab Region allows you to create a region within a document and offers related options, which are as follows:

Name	Icon	Function
Regions (Region Type)		Sets the region type. The available region types are Region, Box, and Callout.
Create Region Component		Creates a component of the selected region and saves it on the server, which any user with author privileges can reuse in a document.
Region Title		Creates a title placeholder right above the selected region.
Insert Paragraph After		Inserts a paragraph after the selected region.
Replace Region from Server		Replaces the selected region with another region stored on the server.
Remove Region		Removes the selected region.

Work with a Document

The web authoring tool of Quark Publishing Platform NextGen is intuitive for the most part because of its similarities with other popular authoring tools. However, when you work with a document, there are certain functions and processes that require a detailed description. These functions and processes are as follows:

Apply Paragraph Types and Tags

You can use Paragraph Types and Tags to make part of the text body visually distinguishable. Paragraph types are for entire sections like a paragraph, while tags are for single words or phrases.

To apply a paragraph type:

Position the cursor in the paragraph on which you want to apply a paragraph type.
Select the tab Home.
From the Para Types dropdown menu, select a paragraph type.

To apply a tag:

Select the word or phrase on which you want to apply a tag.
Select the tab Home.
From the Tags dropdown menu, select a tag.

Insert Elements

Quark Publishing Platform NextGen allows you to insert several types of elements in a document; such as tables, images, figures, charts, and so on. You can insert some types of elements from within the content editor, some from your local machine, some from the server, and some from two or more of these sources.

Insert a Table

You can insert a table from within the content editor and from the server, which is stored as a component.

To insert a table from within the content editor:

Select the tab Insert.
Select the Insert Table icon .
Quark Publishing Platform NextGen inserts a table of the default size 4 x 3.

When you insert a table from within the content editor, Quark Publishing Platform NextGen does not add a header row to the table. To add the header row, right-click on the table and then select Header Row in the context menu.

To insert a table from the server:

Select the tab Insert.
Select the Insert Table from Server icon and then select Default Table.
Quark Publishing Platform NextGen opens the Asset Picker dialog.
In the Asset Picker dialog, navigate to the table you want to add.
Select the table and then select the button Open.
Quark Publishing Platform NextGen inserts the table you have selected.

When you insert a table from the server (or any component on the server), Quark Publishing Platform NextGen provides a few options through the kebab menu that allow you to use and edit the table based on your specific requirements through a toolbar called the Component Reference Toolbar.

The options on the Component Reference Toolbar vary based on the content type of the component you have added from the server. For example, for a table from the server, the Component Reference Toolbar contains the following options:

Pin Component: Pins the current version of the table component in the current document, so that, when you or another author updates the table on the server, the current version remains intact in the current document.
Edit: This allows you to edit the table component on the server from within the document.
Add to Workflow: This allows you to assign or update a workflow status to the table.
Refresh: Refreshes the table to reflect any recent or ongoing changes in the table.
Convert to Inline: Converts the table component to a simple table to allow you to make updates that do not affect the table component stored on the server.

You can insert and edit a region from the server, in the same manner, you edit a table from the server.

When the size of a component that you add from the server is large, Quark Publishing Platform NextGen lets you know that the reference is being inserted through a loading sign.

Insert an Image

You can insert an image from your local machine and from the server. The steps to insert an image from the server are the same as inserting a table or region from the server. To insert an image from your local machine:

Under the tab Insert, select the Insert Image icon to expand the insert image options.
Select From Local File System to open the Open file explorer dialog.
Select the image you want to insert and then select the button Open.
Quark Publishing Platform NextGen opens a dialog to save the image from your local machine to the server.
Select a location on the server, a workflow status, and version (Major or Minor) for the image, and then select the button Save.
Quark Publishing Platform NextGen inserts the image in the document.

Insert a Figure

In Quark Publishing Platform NextGen, a figure is a placeholder for an image that also contains a title and description of the image. To insert a figure:

Under the tab Insert, select the Insert Figure icon .
Quark Publishing Platform NextGen inserts a figure in the document, in which, you can insert an image from the server or from your local file system.

Insert an Excel Table/Chart

You can insert an Excel table/chart that is already stored on the server. To insert an Excel table/chart:

Under the tab Insert, select the Insert Excel Table icon or select the Insert Excel Chart icon to open the Asset Picker dialog.
In the Asset Picker dialog, navigate to the Excel file you want to add a table/chart from.
Select the Excel file and then select Open to open the Insert Table/Insert Chart dialog.
The Insert Table/Insert Chart dialog lists all the tables and charts in the Excel file, which you can select to preview.
Select the table/chart you want to add and then select the button Insert Table/Insert Chart.
Quark Publishing Platform NextGen inserts the Excel table/chart in the document.

When an Excel file only has one table/chart, Quark Publishing Platform NextGen directly inserts the table/chart in the document from the Asset Picker dialog. You can identify whether an Excel file has a single table/chart or several tables/charts from the file icons in the Asset Picker dialog, which are as follows:

Icon	Excel File Type
	An Excel file with more than one table/chart.
	An Excel file with a single table.
	An Excel file with a single chart.

You can edit an Excel table/chart, in the same manner, you edit a table from the server.

Insert a Special Character

To insert a special character:

Under the tab Insert, select the Insert Special Character icon to open the Insert Special Character dialog.
In the Insert Special Character dialog, select the category of special characters that you want to add.
Select the character that you want to add.
Quark Publishing Platform NextGen inserts the character in the document.

Insert Math Equations

You can insert math equations into a document through a MathType add-in. The MathType editor by Wiris is inbuilt in Quark Publishing Platform NextGen.

To insert a math equation:

Under the tab Insert, select the MathType icon to open the Wiris MathType Editor.
In the Wiris Editor, select a tab based on the type of equation or expression that you want to type.
Edit the values in the equation/expression you have selected within the Wiris Editor and then select the button OK.
Quark Publishing Platform NextGen inserts the equation/expression in the document body.

Insert a Cross-reference

To insert a cross-reference:

Select the word/phrase where you want to add a cross-reference in the document.
Under the tab Reference, select the Insert Cross Reference icon to open the Insert Cross Reference dialog.
In the dialog Insert Cross Reference, select a component type, a document, and then the component that you want to cross-reference.
Quark Publishing Platform NextGen cross-references the selected component with the selected text.

Save a Document

When you select the button Create on the asset properties page, Quark Publishing Platform NextGen opens the selected template in a Web Content Editor. After you make your edits, you can save your asset through the following process:

Select the save icon at the upper left corner to open the Save As dialog box.
In the Save As dialog box, select the following:
1. Name of the document/section and the location on the server where you want to store the document.
2. Workflow (the stages a document is supposed to go through; for example, review, publish, and so on)
3. Assign To, if you want someone to review the document.
4. Revision Comment, if you want to notify other users (reviewers) of any specific details within the document.
5. Major/Minor Version.
Select Submit.

The field Workflow is configurable. An admin can make it mandatory or optional to select. For more information, see Appendix.

When you save an asset for the first time or directly upload a file to a server, you can set a custom initial version of the document by selecting the checkbox Custom Version in the Save As dialog box.

An admin can enable/disable the custom version capability by selecting/deselecting the Enable Custom Version checkbox under the Revision Control content privilege. For more information, see the section Admin > Roles > Privileges.

Document Structure

The Document Structure pane on the left of the authoring space outlines the hierarchy of the sections within the document.

The Document Structure pane has a Show Outline Only mode, which you can switch On and Off through the slide button at the upper-right corner of the pane.

When On, Quark Publishing Platform NextGen only displays the structure of the document, which you can expand and collapse through the icons and respectively.

When Off, Quark Publishing Platform NextGen provides you the options to add sections and sub-sections in-between the already available sections in the document.

App Panes

The application panes or app panes in the content editor tool provide several options to view, update, and preview a document and its elements.

Based on the privileges you have for the current document, you may or may not be able to see and work with all the panes.

You can configure the panes in the App pane, for example, add a custom pane, remove a default tab, choose not to display a pane for a specific content type, and so on. For more information, connect with Quark support.

These app panes are as follows:

Preview

The Preview pane allows you to preview a document in several formats (output channels) and also provides a few related options such as downloading a preview, refreshing the preview, and so on.

Primarily, the Preview pane previews a document in one of the following formats through several output channels:

PDF
JPEG
HTML

You can configure output channels to produce outputs in other formats (such as Microsoft Office Word).

The Preview pane provides the following additional options:

Select an output channel
Refresh the review
Download the preview
Print the preview
Additional options through the kebab menu icon, which allows you to change the display settings and view the document properties

You can also preview a specific section instead of the entire document. To preview a section:

Select the section in the navigation menu or place the cursor in the section in the document body.
Select one of these output channels Current Section PDF.
Select the Preview pane.

Changes

The Changes pane displays the most recent changes made in a document by any of the authors that are currently working on that document.

The Changes pane displays the changes only when the option to Track Changes under the tab Review is turned On.

There are three dropdown menus to sort and filter the list of changes. These menus are as follows:

Sort by position (in the document) or date
Filter by users/reviewers
Filter by type of change (insertion, deletion, or all)

The Changes pane also allows authors and editors to easily track changes and accept/reject several changes at once.

Additionally, you can also see the timestamp and author of a change by hovering the cursor over the change in the authoring canvas.

Notes

The Notes pane keeps a track of all the footnotes, endnotes, citations, table notes, and section notes that one or more authors have added to a document. The Notes pane also has a toolbar to add a note or delete a selected note. You can also refresh the pane to see the latest notes that have been added after you have opened the Notes pane.

The Notes pane displays only one type of notes at a time, which you can select through a dropdown menu at the top of the pane.

Unlike other notes, which are always inline, you can add a citation from the server as well. Additionally, you can also convert an inline citation to a server component and vice versa through the kebab menu icon next to citations listed in the Notes pane.

Edit a Note

To edit a note:

Double click on the note you want to edit to open the Edit Note window.
Edit the note and then select the button Post.

The Edit Note window has similar authoring options as the Content Editor such as text formatting, insert symbols, add links, and track changes.

Comments

The Comments pane keeps a track of all the comments that one or more authors have added to a document. The Comments pane also has a toolbar to add a comment by selecting text in the authoring canvas or delete a selected comment, and to sort the list of comments by position and date. You can also refresh the pane to see the latest comments that have been added after you have opened the Comments pane.

Comments posted by different authors have a different color highlighter.

When you select a comment in the Comments pane, Quark Publishing Platform NextGen scrolls to the text on which the comment was added.

Properties

The Properties pane displays several types of properties of a document or an element/section within a document.

You can switch between properties of the entire document and of a specific section through the Increase Scope/Decrease Scope buttons at the upper-right corner of the Properties pane. For a section (decreased scope), the Properties pane only displays Keywords.

The properties in the Properties pane are as follows:

General

The general properties define the following three attributes:

Language: Allows you to select a language for your document. English, French, German, and Spanish are available in Quark Publishing Platform NextGen by default.
Audience: Allows you to select an audience for your document, which can be internal, external, novice, or expert.
Keywords: Allows you to define keywords for your document which are essentially tags to categorize the document.

Dates

The date properties consist of a list of key dates related to a document which authors/reviewers can add and edit. These date properties are as follows:

Approved On
Next Review
Expires On
Published On

To set/edit a date:

Select the calendar icon against a date attribute to open a calendar dialog.
In the calendar dialog, select a date or clear an already selected date to select a new date.

You can also select the current day's date through the button Today at the bottom-left corner of the calendar dialog.

Organization

The Organization properties allow you to add tags related to the business unit and department to categorize a document.

Permissions

The Permissions properties allow you to define all the copyright-related information for a document, such as copyright year, license information, and so on. You can add/edit a copyright information field by clicking on the blank area next to the field name.

Contributors

The Contributors property allows you to add or remove a contributor (peer author or reviewer) to a document. While adding a contributor, you have to fill certain fields about the contributor such as role, email, and name.

You can add a new contributor through the Add New button () next to the Contributor Information property. To remove a contributor, select the delete icon next to the Contributor Information property corresponding to the contributor entry.

History

The History pane displays the version history of a document and also allows you to covert two versions and revert to a previous version.

The latest version has a tag of Current Version on its card. You can also choose to see all the versions (including the ones auto-saved by the server) or to only see the versions that you have manually saved.

To compare two versions:

Select the versions you want to compare.
Select the button Compare Revisions that Quark Publishing Platform NextGen displays after you select two versions to compare.
Quark Publishing Platform NextGen opens the Compare Revisions dialog, with changes highlighted (insertions in green and deletions in red).

To revert to an earlier version:

Select the version number on the version card.
Quark Publishing Platform NextGen opens in the Revision History window.
Select the button Revert to This Version.
Quark Publishing Platform NextGen prompts a dialog to confirm if you want to revert to this version.
Select the button OK.

Link

The Links pane contains two paginated tabs - References and Translations.

The References tab displays all the referenced elements from the server in a document and elements within the document that are referenced in other documents. You can view these items segregated as Contains and Used In.
The Translations tab displays all the translations available for the document.

For translated documents, the Translations tab displays the source documents.

In the Link pane, you can perform the following actions:

Search for a reference or translation by name
View a linked asset in the read-only mode through the icon button next to the name and version of the asset

Workflow

The Workflow pane displays the workflow status-related information of a document. The Workflow pane also displays additional information such as the location of the asset on the server, version, revision comments, and other attributes.

By default, Quark Publishing Platform NextGen opens the Workflow pane in read-only mode. However, you can make the Workflow pane editable through the tab Workflow on the header toolbar and then update any of the information listed within the Workflow pane.

Statistics

The Statistics pane displays the count of the following elements in a document:

Characters
Characters without spaces
Words
Paragraphs
Components
Sections

Trends

The Trends pane displays the following section and document-level engagement statistics:

User Activity: Displays the engagement counts such as the number of views, unique views, shares, and downloads.
Time spent on this asset: Total and average time spent on an asset (in hours and minutes).
Top keywords used to access this asset: The list of most popular keywords used in the searches to access the current asset.
Most popular sections within the asset: Number of views by sections.

Additionally, the Trends pane also allows you to filter the statistics by level (asset or section), time, and content type. You can also perform a list of analytics actions such as undo, revert, pause, share, and so on the displayed statistics. For more information on analytics actions, see the section Analytics > Engagement Trends.

You can only get the analytics of the sections of an asset after taking the output of the asset in the iDoc format.

Offline Editing

Offline editing allows you to edit documents locally when the connection with the server is lost. You can enable or disable the offline editing capability through the icon at the upper right corner of the top navigation bar.

When the connection with the server is lost, Quark Publishing Platform NextGen displays a notification above the authoring canvas. Quark Publishing Platform NextGen retains the changes made while offline. You can see these changes through the link View Edits next to the notification for connection lost, which displays the version created by offline edits under the History pane in the App panes.

Once the connection is reestablished, Quark Publishing Platform NextGen syncs the offline version with the online version.

Branching

Quark Publishing Platform NextGen allows you to create several versions of an asset for different audience segments or geographical regions through branching. Branching allows better asset and version management because unlike duplicating an asset, branching does not create separate copies of an asset.

When you create a branch of a document and make any changes to that branch, Quark Publishing Platform NextGen does not impact the original document (the origin branch) or any other branch of the document.

Create a Branch

Quark Publishing Platform NextGen allows you to create a branch of a document from the following places on the user interface:

Kebab menu of an asset on any of the asset listing pages
Kebab menu at the top of the Asset Details pane
Under the header ribbon of the authoring canvas

Additionally, Quark Publishing Platform NextGen also allows you to create a branch of a section from within the navigation menu (through the section context menu) if the section is already available on the server as a component.

When a branch of a document or a component is already available on the server, instead of a standalone option to Create Branch, you see a branch menu, which may vary based on from where on the user interface you are invoking the menu.

To create a branch:

Select the button or context menu option Create Branch (based on where you are on the user interface) to open the dialog Create Branch.
In the dialog Create Branch, provide a name for the branch in the field Branch Label.

The field Branch Label is optional. When you do not provide a name for the branch, Quark Publishing Platform NextGen automatically assigns a number to the branch. For more information, see the section Branch Notation.
Select the button Create to save the new branch on the server or select the button Create and Edit if you want to start working on it right away in the authoring canvas.

Version Number and Branch Notation

Quark Publishing Platform NextGen increases the version number of an asset by 0.1 every time you edit and check it back into the repository. For example, if you have opened version 0.5 of a document to edit, and then when you check in the document, Quark Publishing Platform NextGen creates version 0.6 of the document.

When you create a branch of an asset, Quark Publishing Platform NextGen creates the branch from the version of the asset you are currently on, which also becomes the parent node of the sub-branch that you have just created.

Quark Publishing Platform NextGen also automatically assigns a branch number to a branch you create. When you do not assign a custom branch label, Quark Publishing Platform NextGen sets the automatically assigned branch number as the branch name.

The branch number contains the version/branch number of the parent node, the sequence order of the branch originated from that node, and the version number of the branch. For example, when you create a branch from version 0.5 of the default or the origin branch of the document, Quark Publishing Platform NextGen assigns branch number 0.5.1.0 to the new branch, where:

the last value represents the version number of the branch
the second last value represents the sequence order of the branch originated from the same parent node
the remaining value represents the version/branch number of the parent node

If you create a second branch from version 0.5, the branch number of the second branch would be 0.5.2.0. And if you create a sub-branch from the second branch the branch number would be 0.5.2.0.1.0.

Branch Representation

Quark Publishing Platform NextGen displays the branching information of an asset (along with the branching icon ) at the following places on the user interface:

On the listing pages or listing cards, the branch information appears in a pill element right before the version number. For the origin branch, the pill element has a darker color fill.
On the Asset Details Pane, the branch information appears right below the file name.
On the authoring canvas, the branch information appears in a pill element at the right-hand side of the toolbar ribbon.
On the authoring canvas, Quark Publishing Platform NextGen also indicates whether a section (component added as a section) has branches by displaying the branching icon next to it.
Additionally, Quark Publishing Platform NextGen also displays the branching information along with the listing of assets within the Asset Picker, Replace from Server, and other dialog boxes to insert components in a document.

On all the asset listing pages and dialogs, Quark Publishing Platform NextGen displays the origin branch selected, by default.

Switch or Select Branch

You can switch or select the branch of an asset from the branch information pill element, which appears at the following locations on the user interface:

On all the asset listing pages
On the right-hand side of the toolbar ribbon on the authoring canvas
On the Asset Picker, Replace from Server, Insert from Server and other dialog boxes insert components in a document

To switch or select the branch of an asset:

Select the dropdown menu icon on the branch information pill element to expand the list of branches available for the asset.
Select the branch you want to switch to.

Additionally, you can also switch/select the branch of a component of your document from within the navigation menu of the authoring canvas.

To switch or select the branch of a component in your document:

In the navigation menu of the authoring canvas, select the kebab menu icon against the section (for which branches are available) to expand the context menu.
In the context menu, select the option Branching > Switch Branch to open the Switch Branch dialog.
In the Switch Branch dialog, select the branch you want to switch to and then select the button Switch Branch.