User Guide

Home

The Home tab of Quark Publishing Platform NextGen is the default screen that you see once you are logged in. The Home tab primarily contains three sections of which you see a customized view based on the license you have. These Home tab sections are as follows:

Active Work Items

The Home tab displays the active work items and other helpful links in the first fold.

For a user with an Admin, Author, or Contributor license, this section displays the following items: 

  • Create Document: A button to create a new document. When you select the button Create New, Quark Publishing Platform NextGen expands a ribbon that lists the most popular content models from which you can select a model to create a new asset. Through the See All buttons, you see all the content models on the Create New page.

    The Create New option is not available to users with a Contributor license. 

  • Continue Editing: A quick link to the asset that you most recently worked on to allow you to resume your work from you left it in your last session, along with a See All button to view all the documents that you have checked out on the Continue Editing page. 

  • Assignments Due: A list of assignments due for you with the total number of due items in the parenthesis next to the card heading along with a See All button to view all the documents due for you under the My Assignments tab. On mouse hover over a listed assignment, Quark Publishing Platform NextGen also displays the option to edit the assignment. 

  • Assignments Overdue: A list of assignments overdue for you with the total number of overdue items in the parenthesis next to the card heading along with a See All button to view all the documents overdue for you under the My Assignments tab. On mouse hover over a listed assignment, Quark Publishing Platform NextGen also displays the option to edit the assignment. 

  • Documents Workflow Status: A donut chart that gives a bird-eye view of assets on the platform and the workflow the assets are in. 

For a user with a Consumer license, this section displays the following items:

  • Recently Modified: A thumbnail carousel of recently modified documents that you have access to with buttons to move back or ahead in the carousel list at the upper-right corner.

With all the asset listings that you see on the user interface, Quark Publishing Platform NextGen also displays the associated key meta information such as asset name, content type, branch, version, creation date, created by, and so on. You can manage which meta information you want to see through Column Options. 

Quick Access

The Quick Access section displays listings of relevant assets based on the license you have. 

 For a user with an Admin, Author, or Contributor license, the Quick Access section displays the following items: 

  • My Assignments: A list of all the assets that are currently assigned to you. 

  • Favorites: A list of all the assets that you have marked as favorites.

  • Continue Editing: A list of all the assets that you have currently checked out. 

For a user with a Consumer license, the Quick Access section displays the following items: 

  • Favorites

Additional Operations

You can perform the following operations on the Quick Access section listings to access and view the assets relevant to you: 

  • Refresh: The Refresh button refreshes the listing you are in to reflect any recent changes made during your current session.

  • See All: The See All link takes you to the respective page of the listing you are in. 

  • View Options: Allows you to switch the view of the listing between the list view and thumbnail view. 

  • Move back/ahead: Available only for the thumbnail view, the back and ahead arrow buttons allow you to scroll through the listed assets one by one. 

Where to Find Help

The Help section contains links to several resources that you might need help from while using Quark Publishing Platform NextGen. Irrespective of the license you have, the Help section displays the same set of items, which are as follows: 

  • Self-service

    • Documentation: Contains the link to the user guide of Quark Publishing Platform NextGen.

    • What's New: Contains the link to the News and Events page of Quark website. 

    • Knowledge Base: Contains the link to the knowledge base articles on Quark Publishing Platform NextGen.

    • Developer Website: Contains the link to Quark Publishing Platform NextGen Software Development Kit.

  • Community: Contains the link to Quark's YouTube channel where you can find several demos and tutorials.

  • Help Us Improve: Contains the link to a feedback form through which you can submit issues in the platform or suggestions for enhancements. 

Favorites Page

The Favorites page lists all the items (assets, collections, and saved searches) that you have marked favorites. You can access this page by clicking the See All link when you are under the Favorites tab of the Quick Access section of the Home tab. 

Generally, it is a good practice to mark the assets as a favorite on which you work frequently to make them easily accessible. You can mark a document/collection/search as a favorite by selecting the star icon  against its name, which appears at different locations for different item types. 

The following table specifies where the start icon appears for different item types: 

Item Type

The location where the star icon appears 

Asset

Asset Details Pane

Collection

Browse tab

Search

Searches tab

File and Listing Operations

The Favorites page has the following file and listing operations: 

Basic File Operations

  • Upload: Allows you to upload a file or a folder to the repository. 

    The function of the button Upload remains the same across all the listing pages.

  • Go to Location: Opens the location where the selected asset/collection is stored on the server on the Browse page or opens the selected search on the Searches page. 

  • Edit: Checks out the selected asset and opens the asset in the content editor of the Author tab 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.

Kebab Menu File Operations

To see these options, you have to select the kebab icon .

  • Remove from Favorites: Removes the selected asset/collection/search as a favorite.

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

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

  • Duplicate: Creates a copy of the selected asset on the server. 

  • Delete: Deletes the selected asset from the server. 

Listing Operations

  • Allows you to search for an item by name.

  • Allows you to filter the results by item type (asset, collection, or saved search).

Continue Editing Page

The Continue Editing page lists all the assets that you are currently working on (that you have checked out). You can access this page by clicking the See All link when you are under the tab Continue Editing of the Quick Access section of the Home tab. 

File and Listing Operations

The Continue Editing page has the following file and listing operations: 

Basic File Operations

  • Upload: Allows you to upload a file or a folder to the repository. 

  • Go to Location: Opens the location where the selected asset/collection is stored on the server on the Browse page or opens the selected search on the Searches page. 

  • Edit: Checks out the selected asset and opens the asset in the content editor of the Author tab 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.

Kebab Menu File Operations

To see these options, you have to select the kebab icon .

  • 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 selected asset on the system (refreshes and reloads the file on the server).

  • Duplicate: Creates a copy of the selected asset on the server. 

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

  • Delete: Deletes the selected asset from the server. 

Listing Operations

  • Allows you to search for an item by name.

  • Column Options: Allows you to set the meta information that you want to see for the listing.

  • View Options: Switch the view of the listing between the list view and thumbnail view. 

Upload a File or Folder

Quark Publishing Platform NextGen allows you to upload files or even entire folders from your local machine to your Quark Publishing Platform NextGen server or repository. 

On the user interface, you can upload a file or folder to your repository through one of the following two options:

  • Upload button on the top navigation bar

  • Upload button at the upper-left corner of several listing pages

To upload a file or folder from your local machine to your Quark Publishing Platform NextGen server:

  1. Select the button Upload to expand the pane which lists File and Folder. 

  2. Select File or Folder based on what you want to upload.

  3. In the Open dialog of your local machine, select the file/folder that you want to upload to the server and then select the button Open.

  4. In the Save As dialog, select a location on the repository, enter a name, related content type (only for a single file), major or minor version number, and revision comment (optional), and then select the button Save.

    When you upload a folder, you only need to select a location on the repository

  5. Quark Publishing Platform NextGen displays an upload progress bar at the bottom of the webpage, which you can expand into a pane through the up arrowhead icon at the right end of the progress bar.

  6. The upload Progress pane displays the real-time progress of the files that are being uploaded to the server. 

When Quark Publishing Platform NextGen server encounters a file with malicious data, it automatically aborts the upload process and triggers a warning message.
You can also select the content type of assets that you directly upload through the button Upload across the platform.

If a quark – in science – is the basis for all matter, then Quark – the company – is the basis for all content. The company revolutionized desktop publishing and today provides content design, automation and intelligence software for end-to-end content lifecycle management. Customers worldwide rely on Quark to modernize their content ecosystems so they can create complex print and digital layouts, automate omnichannel publishing of mission-critical documents, and analyze production and engagement insights for the greatest return on their content investments.

© 2023 Quark Software, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective owners.
This content is informational and does not imply any guarantee or warranty.