How-To: Customization - Look & Feel www.swingsoftware.com This section of the Administration area allows you to change the look and feel of the library, localize the interface to another language and also to add new document draft stages, document properties or document views in order to comply with any specific workflows within an organization and to display documents based on pre-defined criteria.

www.swingsoftware.com This tutorial covers the following topics: Customizing frameset header Customizing topic header/footer Customizing colors Localization How-To: Customization - Look & Feel

This tutorial covers the following topics:

Customizing frameset header

Customizing topic header/footer

Customizing colors

Localization

www.swingsoftware.com 1) FRAMESET HEADER: 1) Frameset header is the top part of DocPublisher interface, just above the action bar which begins with the ‘Contents’ button. 2) To change the look of this header, go into the Administration area and click on the ‘Customize frameset header link’. Note: Frameset header can be fully customized through use of basic DHTML or HTML . It allows customers to maintain visual identity by using organizations’ logos and trademarks. How-To: Customization - Look & Feel

www.swingsoftware.com 1) FRAMESET HEADER: 3) Click on the ‘Add New Frameset Header’ in order to add a new header template . Note: You can also edit any existing Frameset headers here by clicking on the header’s title. This will transfer you to the edit window. Use this page to also delete or activate any header. How-To: Customization - Look & Feel

www.swingsoftware.com 1) FRAMESET HEADER: 4) When editing frameset header, the title of the template must be entered in the &quot;Title“ field. 5) &quot;Body&quot; field should contain the custom DHTML code. To manage the basic layout of the frameset header, it is recommended <TABLE> element be used. How-To: Customization - Look & Feel

www.swingsoftware.com 1) FRAMESET HEADER: 6) If you wish to insert an image into your template, place the cursor in DHTML in the position where the image should be inserted and click on the &quot;Insert Image&quot; button. Then c hose the image file which will be uploaded to the Domino server while DocPublisher automatically insert s the appropriate DHTML code into the template. 7) To check out how your template looks, click on the ‘Preview’ button . When finshed, click OK. How-To: Customization - Look & Feel

www.swingsoftware.com 1) FRAMESET HEADER: 8) The new Frameset header template has now been added. To set it as the active header, select the header and click on the ‘Set Active Header’ button. How-To: Customization - Look & Feel

www.swingsoftware.com 1) FRAMESET HEADER: 9) The new Frameset header has been changed. Now let’s see how to work with Topic header/footer. How-To: Customization - Look & Feel

www.swingsoftware.com 2) TOPIC HEADER / FOOTER: 1) The DocPublisher topic header is positioned directly below the action bar and above the document content , while the topic footer comes directly below the document content. Topic headers/footers can be edited just like the Frameset header, however they also offer some additional options and can display metadata pertaining to each document. Note: Topic headers/footers can be defined both for display and printing. You can define as many topic header/footer templates as needed however only one header/footer can be active for display, and another one for printing. How-To: Customization - Look & Feel

www.swingsoftware.com 2) TOPIC HEADER / FOOTER: 2) To open the header (or footer) edit section, first click on the appropriate tab. 3) Then, to add a new topic header, click on the ‘Add New Header’ button. Note: You can also edit any existing headers/footers here by clicking on their title. Use this page to also delete or activate any header/footer. How-To: Customization - Look & Feel

2) TOPIC HEADER / FOOTER: 4) The topic header/footer can be edited just like the Frameset header described earlier. Note however, that in addition to images, you can also insert document properties (fields) and document actions here. For example, if you wish to insert the Topic Title field into the topic header, place the cursor in the DHTML in the position where the Topic Title should be inserted and click on Insert Field -> Topic Title . 5) DocPublisher automatically inserts the necessary code here which will display the Topic Title in the header for each document. How-To: Customization - Look & Feel

www.swingsoftware.com 2) TOPIC HEADER / FOOTER: 6) DocPublisher document fields contain information such as Document Owner, Version Number, Expiration date etc . In addition, if you create any custom fields (discussed in next tutorial), then these fields will also appear in the list and you can use them just like the default fields to display information in topic header/footer. 7) Document actions include printing, navigation, feedback etc. Once you have finished editing the topic header, click OK to save it. How-To: Customization - Look & Feel

2) TOPIC HEADER / FOOTER: 8) The new topic header has been added. 9) To activate the header either as the Display header or Print header (or both), use the ‘Activate’ links. 11) Note the added print/navigation actions. 10) Note the added breadcrumbs/topic title fields in the topic header. How-To: Customization - Look & Feel

www.swingsoftware.com 3) CUSTOMIZING COLORS: 1) When you click on the ‘Customize colors’ link in the Administration area, you are presented with several predefined color schemes. Select any scheme, and click OK. 2) New color scheme is immediately applied. How-To: Customization - Look & Feel

www.swingsoftware.com 3) CUSTOMIZING COLORS: 3) To change colors for individual parts of DocPublisher, first select ‘Custom’ in the list of schemes, then modify colors for each element. When finished, click OK to save the changes. How-To: Customization - Look & Feel

1) DocPublisher can easily be localized into a different language. Once you enter the localization section in the Administration area, click on the ‘Add New Lanugage’ button. www.swingsoftware.com 4) LOCALIZATION: How-To: Customization - Look & Feel

2) Next, type in the name of the new language. www.swingsoftware.com 4) LOCALIZATION: 3) Then enter equivalent words for English counterparts in all interface sections. When finished, click OK to save the new translation. How-To: Customization - Look & Feel

4) The new language has been added. To set it as the active language, select and click on the ‘Use Selected Language’ button. www.swingsoftware.com 4) LOCALIZATION: How-To: Customization - Look & Feel

What we have done: We created a new Frameset header and activated it. We created a new topic header and activated it. We changed the colors in DocPublisher. We localized the product to a different language. Still to come... Managing document draft stages

What we have done:

We created a new Frameset header and activated it.

We created a new topic header and activated it.

We changed the colors in DocPublisher.

We localized the product to a different language.

Still to come...

Managing document draft stages