Service description - Admin Console

January 18, 2023|Nataliia Berdychevska

[A]Admin Console

1Login to the Admin Console

1.1Add "admin" in the link after the indicated domain of SMASHDOCs system

1.2Insert required provisioning key

2Quick Format Buttons

2.1Create quick format buttons

(a)Configuration

(i)Name

(ii)Samples

(iii)PD Group

(iv)Show everywhere

(1)On

(2)Off

(v)Icon

2.2Search style or template

2.3Move style

2.4Edit style

2.5Upload a .json file with quick start menus

2.6Download a .json file with quick start menus

2.7Select style

2.8Delete style

3Component Tags

3.1Create a new component tag

(a)Configuration

(i)Tag key

(ii)Сomponent types

(1)Text

(2)Table

(3)Image

(4)Formula

(iii)Display key

(iv)Allowed PDs

(v)Unique

(1)Yes

(2)No

(vi)Text colour

(vii)Filling colour

(viii)Name in all supported languages

(ix)Field key

(1)Name in all supported languages

(x)Value

(1)Name of value

(2)Edit value

(3)Delete value

3.2Edit component tag

3.3Upload a .json file with component tags

3.4Download a .json file with component tags

3.5Select component tag

3.6Delete components tag

4Special Characters

4.1Create special characters menu

(a)Configuration

(i)Key

(ii)Name in all supported languages

(iii)Add a new character

(1)Add special character code

(2)Delete special character code

(3)Add special character name

(4)Add next special character

4.2Edit special character

4.3Upload a .json file with special characters

4.4Download a .json file with special characters

4.5Select special character

4.6Delete special character

5Inline Styles

5.1Create a new style

(a)Configuration

(i)Key

(ii)Name in all supported languages

(iii)Font colour

(iv)Font size

(v)Text shadow

(vi)Font weight

(vii)Text decoration

(viii)Background colour

(ix)Font family

(x)Font style

(xi)Text transform

(xii)Shortcut

(xiii)Advanced settings

5.2Edit inline style

5.3Select inline style

5.4Delete inline style

6Paragraph Decorators

6.1Add new paragraph decorator

(a)Decorator's name

(i)Key

(ii)Сomponent types

(1)Text

(2)Table

(3)Image

(iii)Group

(iv)Active

(1)On

(2)Off

(v)Name in all supported languages

(b)Positioning

(i)Indentation level

(ii)Fixed indentation

(1)On

(2)Off

(iii)Backspace

(1)At the beginning of a component with content

(A)Merge

(B)Apply another paragraph decorator

(C)Remove PD

(D)Nothing

(iv)Return

(1)Style of next component

(A)Apply another paragraph decorator

(B)Nothing

(2)PD for current component on return if empty

(A)Apply another paragraph decorator

(B)Nothing

(3)PD for new component on return if empty

(A)Apply another paragraph decorator

(B)Nothing

(v)TAB / SHIFT+TAB

(1)TAB – change current style to another selected style

(A)Apply another paragraph decorator

(B)Nothing

(2)SHIFT+TAB – change current style to another selected style

(A)Apply another paragraph decorator

(B)Nothing

(c)List

(i)Decide whether it is a list (yes/no)

(ii)If "Yes":

(1)List name

(2)Order level

(3)Suffix distance

(4)Magic tabs (yes/no)

(5)Type of list (Unordered/Ordered)

(iii)Unordered type of list:

(1)List item

(iv)Ordered type of list:

(1)Numbering style

(2)Continue numbering after interruption (on/off)

(3)Allow restart numbering (on/off)

(4)Show numbering from indicated level

(5)Advanced list pattern settings - on:

(A)Ordered list pattern

(B)XRefs list pattern

(C)Numbering placeholders (key, name in all supported languages)

(D)Soft return (on/off)

(E)Side number (on/off)

(6)Advanced list pattern settings - off:

(A)Prefix

(B)Suffix

(C)XRefs list pattern

(D)Numbering placeholders (key, name in all supported languages)

(E)Soft return (on/off)

(F)Side number (on/off)

(d)Referencing

(i)Reference group

(1)None

(2)Reference group created in the system

(ii)Create new reference group

(1)Configuration

(A)Key

(B)Name in all supported languages

(e)Typography

(i)Font

(ii)Alignment

(iii)Font size

(iv)Font colour

(v)Read only

(1)On

(2)Off

(vi)Stylings

(1)Bold

(2)Italic

(3)Underlined

(4)Stroke

(vii)Text transform

(1)None

(2)Uppercase

(3)Lowercase

(4)Small caps

(f)Distances

(i)Merge components

(1)On

(2)Off

(ii)Margin top

(iii)Margin bottom

(iv)1st row indent

(v)Other rows indents

(vi)Line spacing

(vii)Word spacing

(g)Frames

(i)Top

(ii)Bottom

(iii)Left

(iv)Right

(v)Frame colour

(vi)Frame thickness

(vii)Type of frame

(viii)Merge components

(1)On

(2)Off

(h)Filling

(i)Filling colour

(ii)Merge components

(1)On

(2)Off

(i)ToC

(i)ToC indentation

(j)Short cuts

(i)Mac

(ii)Windows

6.2Reset - delete all decorators, inlines, XRef and QuickStart Menus

6.3Select all or several items

6.4Upload a .json file with decorators

(a)with decorators groups

(b)without decorators groups

6.5Download a .json file with decorators

(a)with decorators groups

(b)without decorators groups

6.6Bulk edit

6.7Show hidden paragraph decorators

6.8Show default paragraph decorators

6.9Edit paragraph decorator

6.10Active paragraph decorator

(a)On

(b)Off

6.11Duplicate paragraph decorator

6.12Delete paragraph decorator

7XRefs Groups

7.1Create a new XRef group

(a)Configuration

(i)Group key

(ii)Name in all supported languages

7.2Upload a .json file with XRefs groups

7.3Download a .json file with XRefs groups

7.4Edit XRefs group

7.5Select XRef group

7.6Delete XRef group

8Import Settings

8.1Add new document for import

(a)drag and drop

(b)select from the device

8.2Select paragraph styles

8.3Select levels for paragraph styles

8.4Upload a .json file with import settings

8.5Download a .json file with import settings

8.6Delete all import settings

9Sample Documents

9.1Create a new sample document

(a)Insert name

(b)Upload a file in .sdox format

(i)drag and drop

(ii)select from the device

9.2Edit sample document

9.3Download sample document

9.4Select sample document

9.5Delete sample document

10Workflows

10.1Create new workflow

10.2Edit workflow

10.3Delete workflow

10.4Add new theme

10.5Edit theme

(a)Names

(b)General settings

(i)Margins

(1)Top

(2)Right (outer)

(3)Bottom

(4)Left (outer)

(ii)Indentational levels (Level 1 - Level 6)

(iii)Others

(1)Page orientation

(A)Portrait

(B)Landscape

(2)Page height

(3)Page width

(4)Double page

(A)Yes

(B)No

(5)Font size

(c)ParStyles

(i)Add paragraph styles

(ii)Edit paragraph styles

(1)ToC Level

(2)Font Size

(3)Font Color

(4)Frame Color Top

(5)Frame Color Right

(6)Frame Color Bottom

(7)Frame Color Left

(8)Line Space

(9)Frame Thickness Top

(10)Frame Thickness Right

(11)Frame Thickness Bottom

(12)Frame Thickness Left

(13)Hyphenation

(14)Bold

(15)Italic

(16)Underlined

(17)Strike-through

(18)Alignment

(A)Left

(B)Centered

(C)Right

(19)Do not separate lines

(20)Do not separate from next element

(21)Margin Bottom for Same Previous Paragraph

(22)Margin Top for Same Previous Paragraph

(iii)Delete paragraph styles

(1)Delete all styles

(2)Delete selected styles

(d)DirectoryStyles

(i)Add directory styles

(ii)Edit directory styles

(1)ToC Level

(2)Font Size

(3)Font Color

(4)Line Space

(5)Hyphenation

(6)Bold

(7)Italic

(8)Underlined

(9)Strike-through

(10)Alignment

(A)Left

(B)Centered

(C)Right

(11)Do not separate lines

(12)Do not separate from next element

(13)Margin Bottom for Same Previous Paragraph

(14)Margin Top for Same Previous Paragraph

(iii)Delete directory styles

(1)Delete all styles

(2)Delete selected styles

(e)Container

(i)Add containers

(ii)Edit containers

(1)Margin Top

(2)Margin right

(3)Margin bottom

(4)Margin left

(iii)Replicate containers

(iv)Delete containers

10.6Delete theme

10.7Replicate theme

10.8Publish to Live

10.9Change to Sandbox

11SDOX Templates

11.1Create a new template

(a)Select file

(b)Insert template name

11.2Download templates

11.3Replicate templates

11.4Edit templates

(a)Edit name in all supported languages

(b)Edit paragraph styles

(i)Activate paragraph styles

(ii)Deactivate paragraph styles

(iii)Search style

(iv)Activate fallback

(v)Deactivate fallback

(vi)Switch forwards to the further list of rows with paragraph styles

(vii)Switch backwards to the previous list of rows with paragraph styles

(viii)Show:

(1)all styles

(2)active styles

(3)inactive styles

(c)Edit inline styles

(i)Activate inline styles

(ii)Deactivate inline styles

(iii)Search style

(iv)Show:

(1)all styles

(2)active styles

(3)inactive styles

(d)Edit export

(i)Activate export formats

(ii)Deactivate export formats

(iii)Activate layouts

(iv)Deactivate layouts

11.5Delete templates

12SmartDocuments

12.1Available if the module "SmartDocuments Interview" is activated in the system

12.2Create new template

(a)Insert metadata

(i)Name

(ii)SD name

(iii)Review mode

(1)On

(2)Off

12.3Search style or template

12.4Upload a .json file with templates

12.5Download a .json file with templates

12.6Select templates

12.7Delete templates

13Export Templates

13.1Formats

(a)ePub

(b)InDesign

(c)PDF

(d)Switch on formats for their templates to be displayed in the list

(e)Switch off formats for their templates not to be displayed in the list

13.2Add new template

(a)Metadata:

(i)Name

(ii)Type

(iii)SDOX version (optionally)

(iv)Pipeline name

(v)Host

(vi)Login

(vii)Password

13.3Edit templates

13.4Upload .json file with templates

13.5Download .json file with templates

13.6Move templates

13.7Delete templates

14Word Templates

14.1Create new word templates

(a)Add ten placeholders to Word file with a template for SMASHDOCs system to accept all styles from the template

(b)Upload DOCX or DOCM file with a template into Admin Console

(i)drag and drop

(ii)select file from the device

(c)Insert template name

(d)Cancel the process

14.2Edit templates

(a)Edit displayed export name

(b)Upload Word template

(c)Download Word template

(d)Paragraph styles

(i)Edit Word mapping

(e)Inline styles

(i)Edit Word mapping

(f)Link styles

(i)Edit Word mapping

(g)Grid (Level 0 - Level 5)

(i)Change levels

14.3Delete templates

14.4Download templates

14.5Replicate templates

15ParsX Mapping

15.1Upload a .json file with ParsX mapping

15.2Download a .json file with ParsX mapping

15.3Reset settings

16Hyphenation Dictionary

16.1Upload a .txt-file with hyphenation dictionary

(a)Select a file from the computer

(b)Drag&drop a file

(c)Cancel the process

16.2Download a .json-file with hyphenation dictionary

16.3Reset settings

17Division separators

17.1Add division separator template

(a)Insert name

(b)Insert ID

(c)Set template as active

(d)Set template as inactive

(e)Set page numbering

(i)Add prefix

(ii)Select format

(iii)Add suffix

(iv)Restart numbering

(v)Continue numbering

(vi)Select alignment

(1)left

(2)centered

(3)right

(f)Add frame

(i)yes

(ii)no

(g)Can only be used once per document

(i)yes

(ii)no

(h)Show preview

(i)Cancel the process

17.2Edit division separator template

17.3Activate division separator template

17.4Deactivate division separator template

17.5Delete division separator template

17.6Add preset list

(a)Set the name

(b)Set ID

(c)Set preset list as active

(d)Set preset list as inactive

(e)Add templates to the preset list

(f)Cancel the process

17.7Edit preset list

17.8Activate preset list

17.9Deactivate preset list

17.10Delete preset list

18Features

18.1Features toggles and limitations:

(a)Authentification

(i)OAuth2 server

(ii)DRACOON OAuth

(iii)OpenID auth

(iv)Platform SSO

(b)Login page

(i)Login page

(ii)User registration

(iii)Captcha

(iv)Welcome email

(c)Document user management

(i)Editor role

(ii)Invitation dialogue - show company to user

(iii)Invitation dialogue - show user e-mail address

(iv)Control visibility of component history per user

(v)Control ability to invite other users to a document per user

(vi)User management - visible in document

(vii)Deselect section history

(viii)Deselect invite user

(d)Document creation

(i)Allow document creation for external users

(ii)Control ability to duplicate a document per user

(iii)Import - MS Word. docx

(iv)Create new blank document

(v)Import - MS Word .docx + recognize transkript

(vi)Import - SDOX

(vii)Create document from SDOX template

(viii)Magic import

(ix)Magic import IPO

(x)Convert captions weblinks href to simple text

(e)Editor in general

(i)Component link

(ii)Inline styles - navigation

(iii)Document metadata - edit

(iv)Move segments

(v)Allow share to review

(f)Editor tables

(i)Table column sorting

(ii)Table width = 100% only

(iii)Excel 365 connected tables

(iv)SpreadJS formula tables

(v)Excel roundtrip per table

(vi)Excel roundtrip for all tables

(vii)Layout table

(g)Editor top toolbar

(i)Alignment

(ii)Indent outdent

(h)Export

(i)CloudConvert - PDF

(ii)DRACOON - export destination

(iii)HTML Report - All-In-One Report

(iv)Images

(v)Pagina - XML

(vi)Pagina - All-In-One Report

(vii)Export SDXML

(viii)SRZ - PDF

(ix)SRZ - XML

(x)SRZ - InDesign

(xi)WORD .docx

(xii)ePUB

(xiii)Paginamedia PDF-/A/UA/EPUB

(xiv)Export PDF via publishing API

(i)Inline styles (Standard)

(i)Bold

(ii)Italic

(iii)Smallcaps

(iv)Strikethrough

(v)Underlined

(vi)Subscript

(vii)Superscript

(viii)Transcript

(j)Modules & Inline objects

(i)Announcement

(ii)Bibliography

(iii)Document comparison, Roundtrip

(iv)Dashboard homepage

(v)Equations

(vi)Index

(vii)Inline files

(viii)Inline images

(ix)Inline checkbox

(x)Projects

(xi)Side notes

(xii)Signaturit

(xiii)SmartDocuments

(xiv)Versions

(xv)Special characters

(xvi)Spellcheck

(xvii)Division separators

(k)System limitations

(i)Documents per organization

(ii)Users per doc limit

(iii)User licenses

18.2Search feature by name

18.3Bulk options

(a)disable all features on the system

(b)upload a .json file with features to the current system to add new features

(c)download the list of features as a .json file from the current system to get entire information, which features are enabled and disabled

18.4Terminate all active sessions

18.5Logout

19CleanUp Routines

19.1Upload a .json file with cleanup routines

19.2Download a .json file with cleanup routines

19.3Reset

(a)Delete all customer cleanup routines

(b)Reset to default cleanup routines:

(i)Remove all blank lines

(ii)Delete unnecessary spaces

(iii)Remove landscape

(iv)Remove portrait

19.4Activate code edit mode:

(a)upload cleanup routines in text-format

(b)edit cleanup routines

19.5Deactivate code edit mode

19.6Delete all cleanup routines, including four default cleanup routines

20Default Settings

20.1Upload a .json file with default settings

20.2Download a .json file with default settings

20.3Select default PD for organization

20.4Select conversation scope "Visible for" for installation

20.5Select conversation type which should be instantiated on comment import

20.6Select default user language that will be displayed for creating a new user

20.7Select conversation field where the message will be imported

20.8Select default style for components without paragraph decorator

20.9Configure footnote text in footnote settings:

(a)colour

(b)font-family

(c)font-style

20.10Select empty line - background colour for empty not numbered, not bulleted components

21Identity

21.1Set logos for

(a)e-mails

(i)upload

(ii)download

(iii)delete

(b)first page

(i)upload

(ii)download

(iii)delete

(c)branding logo

(i)upload

(ii)download

(iii)delete

(d)Favicon

(i)upload

(ii)download

(iii)delete

(e)background image for login page

(i)upload

(ii)download

(iii)delete

(f)document list icon

(i)upload

(ii)download

(iii)delete

21.2Set text for login page

(a)Title

(b)Subtitle

(c)Edit title

(d)Edit subtitle

(e)Reset title

(f)Reset subtitle

21.3Set colour schema

(a)Header colours

(i)Background colour

(ii)Text colour

(iii)Save

(iv)Reset

(b)System colours

(i)Primary colour

(ii)Success colour

(iii)Error colour

(iv)Danger colour

(v)Save

(vi)Reset

(c)Login page colours

(i)Background colour

(ii)Text colour

(iii)Save

(iv)Reset

22URLs

22.1Upload a .json file with URLs

22.2Download a .json file with URLs

22.3Search URL by name

22.4Edit URL

22.5Clear URL

23Documents

23.1Search document by document name or creator

23.2See the list of created documents

(a)Name

(b)Creator

(c)Last update

(d)Date of final deletion

(e)Deleted by

(f)Other

23.3Delete a document completely

24Users

24.1Set user limit

(a)Internal/external user limit (on/off)

(b)If turned on:

(i)Set external user limit

(ii)Set internal user limit

(c)If turned off:

(i)Set all user limit

24.2Add internal user domains

24.3See the list of users in the following groups:

(a)Pending invitations

(b)Internals

(c)Externals

(d)Active

(e)De-activated

(f)System admins

24.4Select one group

24.5Select several groups

(a)Display users who belong to all selected groups

24.6Create a new user

(a)Metadata

(i)First name

(ii)Last name

(iii)Company (optionally)

(iv)Position (optionally)

(v)Email

(vi)Default language

(vii)System admin

(1)Yes

(2)No

(viii)Invite now

(1)Yes

(2)No

(ix)Create one more user after completion

(1)Yes

(2)No

24.7Applicable options to users:

(a)Pending users:

(i)Set user as system admin

(ii)Delete user

(b)Invited users:

(i)Edit user

(ii)Re-send invitation

(iii)Confirm user

(iv)Set user as system admin

(v)Delete user

(c)Confirmed users:

(i)Set password

(ii)Reset password

(iii)Deactivate user

(iv)Set user as system admin

(v)Delete user

(d)Inactive users:

(i)Activate user

(ii)Set user as system admin

(iii)Delete user

24.8Search users or company

25Admin Console management for system admins

25.1If user is system admin, this user can reach the User Management tab in Admin Console from the avatar-menu in SMASHDOCs editor.

25.2Users tab

(a)Display users in the list:

(i)in the alphabetical order

(ii)starting from the user with the earliest registration date

(iii)starting from external users

(iv)starting from system administrators

(v)in the opposite order

(b)See the list of users in the following groups:

(i)Pending invitations

(ii)Internals

(iii)Externals

(iv)Active

(v)De-activated

(vi)System admins

(c)Select one group

(d)Select several groups

(i)Display users who belong to all selected groups

(e)Create a new user

(i)Metadata

(1)First name

(2)Last name

(3)Company (optionally)

(4)Position (optionally)

(5)Email

(6)Default language

(7)System admin

(A)Yes

(B)No

(8)Invite now

(A)Yes

(B)No

(9)Create one more user after completion

(A)Yes

(B)No

(f)Applicable options to users:

(i)Pending users:

(1)Set user as system admin

(2)Delete user

(ii)Invited users:

(1)Edit user

(2)Re-send invitation

(3)Confirm user

(4)Set user as system admin

(5)Delete user

(iii)Confirmed users:

(1)Set password

(2)Reset password

(3)Deactivate user

(4)Set user as system admin

(5)Delete user

(iv)Inactive users:

(1)Activate user

(2)Set user as system admin

(3)Delete user

(g)Search users or company

25.3Documents tab

(a)Search document by document name or creator

(b)See the list of created documents

(i)Name

(ii)Creator

(iii)Last update

(iv)Date of final deletion

(v)Deleted by

(vi)Other

(c)Delete document after some time

(d)Delete a document completely