Slideshows

SWING DocPublisher

DocPublisher How-To Slideshows

 

 

Overview

SWING DocPublisher – Overview

This slideshow provides answers to basic questions about DocPublisher. What is it? Who should use it? How does it work? Also, learn more about the product features and what customers say about the product.

How to Use e-Manuals or Document Libraries in DocPublisher

This slideshow describes DocPublisher from the perspective of the Read-only user. It shows how users can navigate through documentation, perform searches, subscribe to RSS feeds and send feedback to document owners.

Authoring and Publishing

How to Create a Document

A DocPublisher document consists of document content, document properties, access permissions and document history. See how to:

  1. Create content with MS Word or built-in HTML editor
  2. Set document properties such as Version, Document owner, Expiry date and others
  3. Specify access permissions (read and write permissions)

How to Submit a Document for Review and Approval

Once a DocPublisher document has been created it can be published immediately or submitted for review/approval (depending on your specific requirements). This slideshow demonstrates how to submit a document for review/approval and how to view documents according to the different stages on their way to publishing.


How to Approve or Reject a Document

When a document has been submitted for review/approval it can be approved and prepared for publishing or rejected and sent back to document owner for further editing. This slideshow describes these actions.


How to Publish or Withdraw a Document

Approved documents can be published immediately or on a pre-set date in future. Once published, documents are available to Read-only users. This slideshow also shows how to withdraw a document that has been published.


How to Create a New Revision

While a document is in a published stage, you can create a new copy of the document and make a new revision out of it. The new revision can go through the approval process again if needed and once it is published, the previous version is automatically withdrawn and archived.


How to Rollback to a Previous Version

If need be, you can always roll back to any previous version of a document. Once a previous version of a document is published, the current version will be withdrawn and archived, much like in case of a new revision.

Reading Signoffs

How to Collect Signoffs from Readers

This slideshow shows how to select a group of users who will be required to confirm reading a published document. It also shows how readers can sign off on documents, and how they can view the list of signed or pending documents.


How to Track Reading Signoffs

This slideshow shows the various document statistics that become available once a read-confirmation request has been sent out. It also describes several actions available at this point, such as Send Reminders, Add Users and Make Inactive actions.


Signoff Reports

This slideshow shows how to view reports on active and inactive Signoff requests. It also shows how to view individual user reports.

Installation

Installation

Learn how to install SWING DocPublisher in a few quick steps.

Administration

How to Administer DocPublisher

Learn about the options available in the DocPublisher Administration area. These options include functionality settings (such as setting up user accounts, work-flow, navigation, notifications etc.) as well as the database look and feel settings (such as custom headers/footers, colors, branding, localization etc.).


How to Manage Library Settings

This slide show describes how to set basic library settings such as library name, ActiveX usage, LDAP authentication, document outline promotion and PDF generation. Also see how to export library content to hard drive and create reports by exporting document views to a .csv file.


How to Manage Users, Databases and Licensing

This slideshows describes how to add user accounts and set their roles, enter the product license key and perform full-text indexing of database manually. Also learn how to create a new library or make a copy of existing library with selected administration settings.


How to Manage Document Templates

See how to create and manage MS Word templates that can be used by document authors to create documents. Using templates enables consistent document layout throughout the library.


How to Manage e-mail Notifications

DocPublisher can send out automatic e-mail notifications when certain events occur. See how to enable these events and also how to set up notification lists and manage user feedback.


How to Change the Look and Feel

The Customization section in the Administration area allows you to change the look and feel of several parts of DocPublisher. See how to change the frame-set header, topic header and footer, change the color scheme and localize the product to another language.


How to Manage Draft Stages

Before being published, a DocPublisher document typically goes through Draft, Pending Approval and Approved document stages. Different users work on each stage either as editors, reviewers or approvers. See how to create additional custom draft stages in order to comply with any specific workflows within an organization.


How to Create Custom Document Properties and Views

One of DocPublisher’s most powerful features allows you to create additional document properties and also custom document views. This in turn allows you to classify the documents, make the document library more organized and more accessible, and also to make searching of the database easier.

 
 

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