Editing and Action Tools

Document Editing and Action Features

A document is presented with the Title, metadata that shows ownership and creation history and four buttons. These are:

Edit | Read | Formats | Actions | Bookmark

1. Edit. Click to immediately open the document in IGP:Writer for editing. IGP:Writer opens in a new window. You can have multiple IGP:Writer documents open at the same time.
2. Read. Click to immediately open the document in IGP:Reader for viewing and accessing Remix functions. IGP:Reader opens in a new window. You can have multiple IGP:Reader documents open at the same time.
3. Formats. Click to open IGP:Formats on Demand interface. This will open in the same window under the document metadata. 
   
4. Actions. Click to show the Actions toolbar. This opens under the document metadata and displays the major setup, processing and using tools for a document.
   

   The Actions Toolbar gives access to all major document tools.

5. Bookmarks. Add this document to your private Bookmarks list.

The Action Toobar of a document

1. From any document click on the Action button. The Action Toolbar will open. 
2. The Action Toolbar of the document will appear below the Document name.
3. The list of Options are in two groups. On the left:
   Info | Metadata | Profiles | Document Designer | Document History | Versions | Media | Stats | Delete
4. On the right are major actions that change the status of a document:
   Import | Owner | Copy

Info

When an Account User clicks the Info option, the interface expands with an Ajax call to show the metadata of the document. Here you can edit the metadata of the document.

Metadata

When an Account User clicks the Metadata option, the application opens the Document Processing Set-up form of the particular document. The Document Processing Set-up form contains a list of Processing options divided into various sections.

Design Profiles

Design profiles allow a user to change the Design Profile applied to a document.

This is an advanced feature and is handled in detail in its own documentation.

If a Design Profile is applied to a document this can be seen attached to the document title.

Document Designer

This Action button launches IGP:Document Designer in a new window.

Document History

When an Account User clicks the Document History option, the edit document history of the particular document opens. This shows the details of the document history by document section showing all editing changes made by who and at what date and time.

Versions

IGP:Digital Publisher Versions allow the maintenance of multiple text and styled versions of a document. This is an information interface and no actions can be taken.

If a document has no versions nothing will be seen in this interface.

This is an advance feature with its own documentation.

Media

When an Account user clicks the Media button the interface displays the IGP:Media Manager window. Here media can be uploaded and managed.

The IGP:Media Manager document contains more information on using this interface.

Document Statistics

 Document Statistics provide comprehensive information about a document. This is analysed in real time and is a snapshot at the time the button is clicked.

Statistics include:

Document Metadata: All metadata that the system has stored about a document including identifiers.

Summary Report: A statistical overview of a document. Particularly useful is the Unicode character report detailing all non-ASCII characters used in a document. This helps plan font strategies.

Detail Report: Count information on elements, characters, words, paragraphs, lists, tables, blocks, images, notes, MathML, SVG and Bytes.

Delete

When an Account User clicks the Delete option the option:

"Are you sure you want to delete" is presented with the options Cancel and OK. 

If OK is clicked the document is immediately deleted from the Users Private documents.

The deleted document is moved to the Deleted Items section under the control of the Account Admin.

The transfer of the deleted document to the Deleted Items acts like a catch basket if the document is deleted by mistake and needs to be recovered.

Import

Import Document: When an Account User clicks Import Document, the document is appended to end of a document as a new page.

Owner

Change Owner: The ownership of a document can be transferred to an Account Library, an Account Project Group or another Account User. When a document owner clicks the Change Owner button, a dropdown menu will appear. Select the new owner of the document and click OK. If it is an Account User, click Account User from the dropdown menu, an entry field will appear on the right. Start typing the name of the Account User. Different Account Usernames will appear relevant to the letters you type. Select the Account User of your choice and click OK.

Copy

Click the Copy button to create a copy of an existing document. This is useful for creating new editions or when using one document as a master template for other documents.

This opens the Create a Copy interface.

1. Type in the Title of the copy. It is best practice to make this different to the original document with a date or other suffix modifier. This is the title used in Info Setup and does not define or modify the metadata title of the document.
2. Select Copy to Private Documents OR Select Project.
3. If you choose Copy to Private Documents you can immediately click the Copy button.
4. If you choose Select Project, start typing the project name into the interface. A reducing list of all projects you are a member of will appear allowing you to select the exact project.
5. Click the Copy button. The document copy will immediately be created in the location you have set.