Service description - Admin Console

May 14, 2021|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

3segment Tags

3.1Create a new segment tag

(a)Configuration

(i)Tag key

(ii)segment 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 segment tag

3.3Upload a .json file with segment tags

3.4Download a .json file with segment tags

3.5Select segment tag

3.6Delete segments 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)segment 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 segment with content

(A)Merge

(B)Apply another paragraph decorator

(C)Remove PD

(D)Nothing

(iv)Return

(1)Style of next segment

(A)Apply another paragraph decorator

(B)Nothing

(2)PD for current segment on return if empty

(A)Apply another paragraph decorator

(B)Nothing

(3)PD for new segment 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 segments

(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 segments

(1)On

(2)Off

(h)Filling

(i)Filling colour

(ii)Merge segments

(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

10SDOX Templates

10.1Create a new template

(a)Select file

(b)Insert metadata

(i)Name

(ii)Description

(iii)PD Subset

(iv)Default PD

10.2Download templates

10.3Edit templates

10.4Delete templates

11SmartDocuments

11.1Available if the module "SmartDocuments Interview" is activated in the system

11.2Create new template

(a)Insert metadata

(i)Name

(ii)SD name

(iii)Review mode

(1)On

(2)Off

11.3Search style or template

11.4Upload a .json file with templates

11.5Download a .json file with templates

11.6Select templates

11.7Delete templates

12Export Templates

12.1Formats

(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

12.2Add new template

(a)Metadata:

(i)Name

(ii)Type

(iii)SDOX version (optionally)

(iv)Pipeline name

(v)Host

(vi)Login

(vii)Password

12.3Edit templates

12.4Upload .json file with templates

12.5Download .json file with templates

12.6Delete templates

13Word Templates

13.1Create new word templates

(a)Set styles which correspond to particular styles in the SMASHDOCs system

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

(c)Upload .docx file with a template into Admin Console

(i)drag and drop

(ii)select file from the device

(d)Select paragraph decorator styles

13.2Edit templates

13.3Duplicate templates

13.4Download templates

13.5Delete templates

14ParsX Mapping

14.1Upload a .json file with ParsX mapping

14.2Download a .json file with ParsX mapping

14.3Reset

15Features

15.1Features

(a)Login page

(b)Deselect basic options

(c)Set limits

(d)Projects

(e)Import

(f)Editor components

(g)Inline objects

(h)Export

(i)Other

15.2Search feature by name

15.3Bulk 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

15.4Terminate all active sessions

15.5Logout

16CleanUp Routines

16.1Upload a .json file with cleanup routines

16.2Download a .json file with cleanup routines

16.3Reset

(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

16.4Activate code edit mode:

(a)upload cleanup routines in text-format

(b)edit cleanup routines

16.5Deactivate code edit mode

16.6Delete all cleanup routines, including four default cleanup routines

17Default Settings

17.1Upload a .json file with default settings

17.2Download a .json file with default settings

17.3Select default PD for organization

17.4Select conversation scope "Visible for" for installation

17.5Select conversation type which should be instantiated on comment import

17.6Select default user language that will be displayed for creating a new user

17.7Select conversation field where the message will be imported

17.8Select default style for segments without paragraph decorator

17.9Select empty line - background colour for empty not numbered, not bulleted segments

18Identity

18.1Set 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

18.2Set text for login page

(a)Title

(b)Subtitle

(c)Edit title

(d)Edit subtitle

(e)Reset title

(f)Reset subtitle

18.3Set 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

19URLs

19.1Upload a .json file with URLs

19.2Download a .json file with URLs

19.3Search URL by name

19.4Edit URL

19.5Clear URL

20Documents

20.1Search document by document name or creator

20.2See the list of created documents

(a)Name

(b)Creator

(c)Last update

(d)Date of final deletion

(e)Deleted by

(f)Other

20.3Delete a document completely

21Users

21.1Set 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

21.2Add internal user domains

21.3See the list of users

(a)Pending invitations

(b)Internals

(c)Externals

(d)Active

(e)De-activated

(f)System admins

21.4Create 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

21.5Applicable 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

21.6Search users or company

22Admin Console management for system admins

22.1If user is system admin, this user can reach the User Management tab in Admin Console from the avatar-menu in SMASHDOCs editor.

22.2Users tab

(a)See the list of users

(i)Pending invitations

(ii)Internals

(iii)Externals

(iv)Active

(v)De-activated

(vi)System admins

(b)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

(c)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

(d)Search users or company

22.3Documents 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