Getting Started

Publishing Process

You can publish entire publications or individual topics, and whether you are publishing to PDF, HTML, or another format, the steps you need to take are the same.

  1. In the Content Manager, find the publication that you want to publish and select its option button ( ... ). Then select the Publish option to display the Publish document dialog, which contains the publishing settings.

    Publish.png
    publish-settings-default.jpg
  2. Select the format that you want to publish, for example HTML5 or PDF.

    outputformats2.png
  3. Choose a layout from the dropdown list, which includes the built-in layout templates as well as any custom layouts that are available in your Paligo instance. Each layout contains styling and customization settings that Paligo uses when transforming your content into the published output.

    OutputTemplates.png
  4. Choose the Languages you want to publish in.

    If you do not have any translations, you can only select the original/source language.

    If you have multiple languages translated and approved, you can select them here. Paligo will publish each language as a separate output, or you can publish them as one multilingual publication if you prefer. To publish as a multilingual publication, check the Combine selected languages box.

    publishing-settings-languages.jpg
  5. If you have marked up your content to use filters (profiles), use the Profiling attributes section to choose which filters to apply. If you do not want to use filters, ignore this step and continue from the next step.

    To apply filters for publishing, select Edit to display a list of the filter properties that are used.

    Then choose the filter values that you want to include. Leave the fields blank for the filters that you do not want to apply.

    profiling-attributes-some-set.jpg

    When you select OK, the chosen profile settings are shown in the Profiling attributes section.

    profiling-attributes-in-place.jpg

    Note

    With the filter settings, you tell Paligo which content to include. For example, if you have used an outputformat filter, you could mark up some content to have a PDF value and other content to have an HTML value. In the publishing settings, if you set Output Format to PDF, it will include the content that has an outputformat:PDF filter and will exclude any content that has an outputformat:HTML filter (or any value other than PDF).

  6. If you have used variables in your content, use the Variables section to choose which variants to use for the publication.If you do not want to use variables, ignore this step and continue from the next step.

    To choose the variants, select Edit to display a list of variable sets that are used. For each variable set, there is a field that you can use to choose which variant to apply. If there are variable sets that you do not want to apply to your publication, leave the fields for those empty.

    variables-set-on-pub.jpg
    variant-chosen-in-place.jpg
  7. Set the Optional Parameters (leave unchecked if you do not want these features):

    • Save the output in Paligo - You can set Paligo to add the published output to the Resource Panel of the publication or topic you are publishing. If you leave this box unchecked, Paligo will download the published output file in your browser.

    • Email me - Check this box if you want Paligo to send you an email when the publication is ready. This is useful if you have very large publications that can take a longer time to process and publish.

    • Make debug build - Check this box if you want Paligo to include a log file and link report. If there is an issue with your content, Paligo support may ask you to enable this feature so that they can use the log files to investigate.

    Tip

    Every time you publish, there will also be a link in the Dashboard feed to download the published content.

  8. Select Publish Document to start publishing. Paligo will then process your content and apply your layout and publishing settings. The time that this takes can vary depending on how much content you are publishing (the more content there is, the longer it takes).

    A progress bar shows you how much of the processing Paligo has completed and how much is left to do. When the processing is complete, a notification is shown.

    PublishProgress.png

Tip

You can also save your publishing settings so that you can select the saved version instead of re-applying all the filters, variables, etc., each time. Any settings you save can also be used for Batch Publishing.