Welcome to this recording on Publishing. There's a lot of capabilities regarding publishing in Paligo, publishing for those different channels of PDF, HTML5, SCORM, and others. It could be that you want to understand what are the capabilities? How much do we need to know? How much coding do we need to know to do publishing? The answer is zero coding. You can jump in using our interface and create those outputs that you need to according to your own branding. Let's jump in and see how it's done. So coming up in this recording, we'll discuss the different channels, the different types of outputs you can get from Paligo. For giving to your customers. I'm gonna show you how to manage the layouts and learn how to change the HTML5 and PDF layouts. We'll talk about the integrations that are related to publishing, lots of different ones, and some fun stuff at the end. With some interesting things you can do later. As I'm sure you know, Paligo publishes to what we call multiple channels, multi channel. Multi channel really just means different types of outputs. So today, we're gonna concentrate on the PDF and HTML5 outputs and how to change them. You should also be aware of the other channels, the additional channels. We push to support platforms, which is a really popular part of the Paligo ecosystem. Publish to Zendesk Salesforce or ServiceNow, write in Paligo, push to their support platforms, get all the benefits of ticket deflection, self-service, etcetera. A big deal is we push to SCORM for e learning. So you can write content in Paligo and have that content pushed as scorm files into your learning management system, the LMS. You can also create Word files if you need Word files for your organization, as well as XML. The XML is pure standard docbook XML that you can maybe use as some sort of way to integrate maybe with other publishing methods that you might have or even to export the content. Let's quickly go over the publishing process. You may well be familiar with it already when you've published content before. Maybe as part of reuse or or authoring. But let's just go through it again quickly just so we understand how to take our content and publish it because then we'll be able to work with our layout editor and see how to change our content. So we'll take a publication we've been using in these training videos, and I click on the three dots alongside the publication, and I choose publish. The top of the screen that appears provides a different types of outputs we have. So if I want to produce PDF, I could maybe use the default PDF as it shows, or maybe use a layout that I've created already, which we're gonna talk about soon. HTML is simple HTML. That's more used for pushing to the support platforms like Salesforce, Zendesk or service now, but also you could just get clean HTML. That's not something we're concentrating on this recording. HTML5, see a default output would be the HTML5 help center. That's the one you should really be using. Maybe you'll use the HTML5 single page API style, if you have API content. And those are, as you can see on the screen, are different ones that I've made based on the HTML5 layout, and again, we'll go into that soon. You can choose Word or XML, whatever you like. There's other parts that's I'm not gonna explain here, but you have different languages you can use. The profiling attributes, variables, applied upload output. So you can actually see here. I think we'll talk about later. You can see Github, Bitbucket, Netlify, GitLab, FTP, Amazon S3, and as your repose, you can actually set Paligo automatically to push to one or more of these outputs if you use them obviously in your environment. And when you've done this, rather than recreating, the same settings each time. You go to save settings, and we could call it training, for example, and we click okay. So next time you wouldn't need to recreate this, you just get to save settings. You would click on training, publish, and off you go. So that's the publishing process. And if I press publish by default, it'll create a zip file that we could easily expand. We understand that. Let's move on to the next part of our training. Before jump in and learn how to change layouts, how about a little bit of history Because it's good to understand how the XML does get converted to HTML or PDF. Historically, what we've done in Paligo to make life so much easier for you. So historically, essentially, it was a lot of work. You needed consultants. In a language called XSLT. Not something you ever need to hear of again. And that's the language that takes the source XML and converts it out to something else. What we've done at Paligo with the layout editor is essentially remove all of that pain. You have options that you can choose. For PDFs, essentially, you just choose options and layout editor, and you get essentially what you need. For HTML, a lot of options you choose. You need a little bit of maybe CSS, or if you want to really get clever, some JavaScript that you can push into the layout, and have even more capabilities and more flexibility. So we're making it life much easier for you, and I'll show you how. Let's learn how to change a PDF layout. And let's have a look at one example from one of our customers so we can see what they've done before we learn what to do next. So as you can see on screen, this is from native instruments. They have a really nice cover page. And just to give you an idea what they've done, Rather than set, as you'll see soon, a logo in this place, a product image in this place, they have a background image exactly the same size as their page, and they drop that in so everything fits in in the right way. And if you want to, they haven't, you could put text on top of it like the name of the product, the user guide, whatever it could be. But it's just a nice idea as we have this in front of us, if I'm to use a background image, the same size. A table of contents that's automatically been, produced for us. Picking up the structure of our publication. Obviously, all the links work both within the table of contents and also within the documents. And you can see there's numbering, which is optional for the headers, their admonitions, their notes, they look specific according to their branding. And just to remove through quickly, it's a very professional and tight PDF that really takes this is eighty six pages, probably takes it about forty seconds or something, whatever, to publish out and have the PDF ready. Really good professional PDF. Let's have a look how we do that ourselves. So inside Paligo, we'd go to layout. This is where we define our different layouts. You can see on screen that I have a few obviously I've been playing with already. We would create a new layout by going to create layout, and we'd go down to pdfs, Now we could choose the default PDF, which is if you're starting out, that's what it'll be, but also be aware you can actually base a PDF on an existing PDF. So you can have your corporate general PDF, then you could create other pdfs based on that one with just the the deltas, the changes between them. So you'd have to copy or recreate the wheel each time. But you could a default PDF, and you'd put a name in, for example, training, and you'd click okay, and you'd have the PDF. I've got one already. We'll have a look how to change them. Now by default, piece of advice, When you click on a PDF, it opens, normally, a new window for you in order to see the content. What I would suggest that you do is to open link in a new tab so it shows in a new tab. On the left hand side, we have all the different options, and we'll do one or two examples. On the right hand side, which is really useful, we can do a preview of our content. Even without saving, we can see the effects of our changes. So if I click on choose document, Choosing a small publication. When you do this in previewing, don't do a preview of a thousand page document. It'll take time maybe a small subset because what we need to do is just checking it looks okay, and everything is in the right place and how we want it to be. Will not try to necessarily preview the whole document. And there you can see our PDF, and we just Page down, you can see the different parts of it. So let me show you different parts of how we can change. So if I click on the plus alongside general, We have, first of all, the document page size, and you can change these. If you need a different type of size, then you can please tell us. I mean, we could do as a customization for yourselves. Languages. You can have language tabs on the side. That's very simple to turn on by going to the display language on sidebar and choose enabled. You can play with this later yourselves. You can even put the order at the top here of which order you want the languages to be if you want multiple languages in one PDF. There's so many options here. We can't go through them all. I'm just trying to give you an idea because you can put the paid margins in, if you like as well. The TOC actually helps you define how you want the table of contents to show. You see it says top section depth. Maybe your publication has five or six levels, but you just want the table of contents in the PDF to go to three levels. So we can choose the number here as to what depth you want to go to. There's a lot of good detail in here. We can even define what type of PDF version we want for, and how the behavior of the PDF is. For the front page. So under general, do we want a front page? The default is for yes. A title block. So the title block is currently six hundred points from the top. Let me make it five hundred, and we'll do a really quick preview. And as you can see, the title has risen a little bit. Maybe it doesn't look perfect, but we get the idea for this session here. The title itself, maybe let's make it forty two points rather than twenty four. And there's other options as well regarding the font and the capitalization. If you add a subtitle, info elements, Let's discuss the info elements a second. Where do they come from? We're just gonna see here we have author group, author, volume num, pub date. So it's very important to know how to change these and we'll now learn how to change the info elements. So if we go back into the regular Paligo, in my publication, You can actually edit a publication. Normally, when you click on a publish indication, it does open structure. We go to open an editor. So you can actually edit content in a publication. And within what's called an article element, and then inside info is the different thing. So subtitle, we'll just put call it. Training session. I actually don't want an image here, so I'll click on the media object, menu, and delete it. The publication ID, we'll call it one two three four. Publication date. March 2023. And as you can see here, we have copyright. This is just some default options that are in here. Let me actually delete it and put it in again just so you can see how this works. So I'll delete the copyright. Alt + enter to bring up my list. Copyright. And now I'm in copyright. If I try writing, I can't do so because there needs to be an element inside it. So I do alt enter again, I'll put the year first, which is I just move out using my taking my cursor to the right. I'll tell her again. Put in the holder, and we'll say, Steve, and to make sure everything is correct, I'll do save. And there's also other options as you can see from the layout editor that you can put in as well, but this gives you an idea. We'll put in the legal notice. Don't copy. By default with this icon on the left, it actually shows its not to be translated. You could change that by going to legal notice and enable element translation should you want to because the default is not translated. And I'll save, but that's my better metadata of my info elements for my publication. So if I go back here into my layout editor, and I just update the preview now, we'll see in a second Those info elements appearing. I'll just zoom in a little bit. I will do a full full screen. And there you can see some of the we we've got the subtitle appearing, and these elements, some of them on the front page, and some of them on the second page. And how do you define what page they go to? Is that you can see, for example, the volume number, you can choose recto, which is a just a clever name, that means the front page or verso, which means the back page or none not to put it in at all. So that's how you can define on what page they appear. The environments that are very useful. The logo element, logo type, So if you wanted to bring a new logo, we have a logo here you can see at the top. You would just upload and drag in your own logo. And you can also put a certain amount of where it appears and the height of the logo. You can put a product image as well, which would place it in the middle of the page, and again decide exactly where to put it. But it's really up to you how you make things look, and where you put them. We also have an area put for the front cover, a background image, which I recommended before. So rather than placing the logo and the product image, reusing the manual options, create a background with the same size of your page to put everything exactly where you want to in that image rather than manually trying to put them in the right place using the options in the layout editor. And there are similar options for the back page as well. So if you want to back page for your document, you can do that as well. Headers and footers. So if we click on that and let's just have a look at our headers and footers, we just have something in the middle just now. How does it work? So if I go to page header, you can see at the top here, we have three numbers that count to ten. It's really a three column table, so I could make it four, two, I could make it four to four, for example, which means the left and right columns are longer, and the middle one is is smaller. And where do I define what I want in that table? So we see here page header left cell content. So maybe the left cell I want to be the title. Maybe the middle command's default. I want it to be none. And on the right hand side, so I can put text in. Now for now, I'll just put the word Steve, but this thing called dynamic text, you could actually pick up not just the options like title, chapter, and section title, and page numbers, you can actually pick other pieces of content using dynamic text That would be for a future advanced video, but just to give you an idea. So if we preview that again, here's our preview, and there you can see we have the left and the right as I defined them in the header. We could also remove the line if we wanted. Next, let's have a little play with the section titles. You can see right now, my section titles, they're not numbered. So we can play with that as well as the size and the color. So we go to section titles, all sections, So again, we've got different colors and fonts. I'm gonna set the section numbering and a maximum depth of one. So a second heading won't have any numbering. We'll go to level one. Let's change how this looks. So let's make it three hundred percent. Let's set the color as red, for example. Just very simple to do these things, and let's update our preview. Let's move down. And you can see now the heading one has is in red. It's got a number, and the heading underneath is not number because I said it as level one. You're getting the idea. We're not going through the detail, all the details, but you get the idea of how this works. Another example to show you, is for the admonitions. People ask, can I change how the icons look? So we go to graphical and go further down, and you can see you can just upload your own icons for note, notice warning, etcetera, etcetera. So very simple also to change the admonitions. I'm not gonna show you more options, but you can play with them yourselves. And a very good idea as well is if you go to our help. And look up PDF layout editor options. You can actually search and read through these to get a good idea of what you can do. But our or my suggestion is, you know, do the best that you can inside the layout editor. There's so many things you can do as we might discuss soon maybe there are some things that you need to do that we don't have in the layout editor because there's in theory millions of options, and then we can help you with maybe professional service but we encourage independence, and most customers can manage what they need out of the box. But if not, we're more than happy to help you, service that delta. Now we'll talk about how to modify your HTML5 layouts. Using the layout editor. There'll be some options that we choose directly inside the layout editor, as well as giving you the chance to upload your own CSS. You can have your own branding as well as possibly even pushing JavaScript if you want widgets or more advanced changes in the layouts. You can do that as well. So in the same way we did before, you get to create new layout, and you would choose HTML5 help center. That's the one to choose unless there's a good reason for choosing something else and you give it a name and click okay. So I have one already called Steve. I'm gonna open it into a new tab. And in the same way as a PDF, we can do choose document Go to recordings. And if I click on full screen, you can see it in full screen mode, and you can move through as needed. If I wanna change the options, so you can see this help center options, I could use, say, theme two and now update the preview and see the effect of that immediately. So in full screen again, you can actually see a different layout to what we had before. What I would recommend maybe you do is play with these themes a little bit, see which one looks closest to what you're looking for. And then when you start changing the branding, you can base it on the theme that's closest to what you need. If we now go into general, so let me show you some options maybe from our help and another help that gives you an idea of things that we can change. First of all, on the home page, you can change every bit of styling. If I go into this page here, let's take a bit of look at some functionality. You can see we've got this icon here that copies the link. I'll show you how to create that. That'd be useful for support people. We have an automatic table of contents on the right when a page contains multiple sections. We have, 'was this helpful' that goes to Google Analytics? And an option to provide feedback, which is currently by email. We'll have a look how you achieve some of those. Pieces of functionality. So in general, we have different ways of showing the file name. It could be SEO friendly, which is words or not SEO friendly, which would be more just a a UUID. It's a a number. There's various detailed options here. Even including Ajax, which is how the content is loaded, for the user. And if you remember, I showed you the anchor for a heading, so you can just go here click enable, and that just turns that functionality on. Really quickly. Again, many options you can look through. We'll get to the CSS, in a couple of minutes. There's different search engines that you can use There's two default search engines that we have within Paligo. We have the fuzzy search and we also have linguistic. It's up to you which one you want to use. We would actually recommend that you use an external search engine if you have lots of content or you want federated search, which is putting different websites together, different publications together, faceted search, which is like in Amazon where you can filter the answers. We would suggest you do that. We currently integrate with Algolia, Swift Type, and Covio. It's really your choice. If you would like to use some of those, we can also help put you in contact with those companies should you wish to do so. The feedback button, if you remember at the bottom of the page, you just turn it on by going enable, and you can see the options here if you wanna put the email feedback as well. Analytics and other integrations, the cookie content pop up if you want to turn it on. The Google Analytics ID, you just plug in the ID and it works. Same thing for Mixpanel. Very simple to do. I'm gonna jump back now into the CSS and explain how this works. So there's two logo types. The first option is for the logo, if you wanted to appear on each page, let me just go to full screen again. So the logo here on the top left. The second is the portal page logo. So if we go back to full screen and click on the home page, It's a logo here. The reason why they're different because sometimes you might have different backgrounds. You wanna have a slightly different image for the two logos depending upon the regular page or the home page. CSS, So we bring in and let me explain how this works, and we can do an example. What we're doing is bringing in not as the assess of the whole system. We're not even gonna go and edit those separate CSS files. This is a CSS file that contains only the delta. Only the differences between what's in the template and how you want it to look for you. So this might not be a thousand page CSS. It might just be a ten line CSS depending on what you need. And let me just give you an idea how what you'd put in there. So I'm gonna click on this title here and go to inspect. Now you don't need to have advanced CSS Knowledge But basic CS knowledge is required here. And maybe you can do it yourselves or have someone from your organization, jump in. Because what you can do is you can change different parts very simply using inspect. So this is currently as type of blue color. I'm just gonna type in red. As you can see, this changed to red. Very simple and inspect. And I could then copy this, like this, or a subset of it, just part of it, and paste it in my text CSS file. So you just need to maybe create some example content in Paligo on, for example publication, that contains all of the options that you might need, then we can go in here, go into inspect, change the things as you see them on the screen and put them back into into a CSS file that you just then upload. I could even go for example here to the background and go inspect. And as we can see here, there's a background color, like that, and I'm just gonna write green. And you can see I changed it again. I would just be able to select this and put it inside my CSS file and upload it. That's how that works. So once you have your CSS file, in a text file dot CSS, you'd click upload and just upload it. You could even once you've done this first time, you could play with it offline, And then when it's completed, upload it again. So someone with basic CSS skills, this really isn't too difficult. Now by default, here has this kind of strange name. If you want to give it a permanent name of layout custom style dot CSS, just click on enable here. You also have the portal page background image. So if I go back to the beginning, This background here, the blue background, you can see that's that. That's the image. And you can change it. There's also in our help page. There's a slight background, a slight shading on it, which you can remove or add as well. And you can also add JavaScript. Why would you use JavaScript? Well, maybe there's part of the HTML page. You wanna maybe slightly restructure or put a widget in, You don't need to come to us for full blooded customization services. You can do this yourself. Let's have a look at this example from volume. They have a couple of examples. They have, they're actually using, I believe, HubSpot chat. I don't know because they didn't ask us to integrate it for them. They did it themselves. By just pushing in this widget or whatever chat it is. Just put it into the JavaScript. They're using Fresh Desk supports where it opens a little pop up where they can enter the information for the ticket. These are all things that you can do yourselves. This is a nice page. I just have a quick look. They're using accordions with animated GIFs. Really, really nice, good professional content. They've got quite a large footer here, which obviously gives JavaScript as well for putting in, the footer information. So there's some good examples of what you can do with JavaScript. And for all the other options, you can maybe have a look yourselves. And as I showed you for the PDF, if we go to HTML5. Lay editor options, there's a good help page to look at that gives you a lot of that content. So I think you can understand between the powerful options in the layout editor and how you can change the CSS and JavaScript that a lot of options you have to brand and have a really professional and engaging HTML5 layout for your customers. We've discussed this a little bit up to now. But what about how to engage with our professional services if you can't get everything you need out of the box? So the best thing I would advise you to do is do the best that you can, if you can, with the layout editor, in PDF, HTML5, feel as close as you can to what you need. Then it's easier for our professional services team to give you an estimate of how to achieve the delta. How to get over the bridge to where you need to go. If that's more difficult, then we can also help you with the whole layout as well. But it's best if you can. Do what you can. Understand what the delta is, and then we can kick in to help you. There are a number of related integrations to publishing. Let's just quickly discuss them that relevant and you can maybe develop these further yourselves later, or contact us to be happy to help you. Continuous integration, continuous development with Amazon, Azure for Microsoft, GitHub, Bitbuckets, Netlify, etcetera. There's a whole bunch of these integrations adding more continuously. So Paligo can be part of your pipeline when you're publishing your content or publishing the latest version of your product. And they're all ready to go. We also have an API. So if there's some system that you're using that we don't currently support, then you can just use the API to publish the content out and place it where you need to. All the support platforms that we support Zendesk, ServiceNow, Salesforce, right in Paligo pushed to those, content delivery platforms, very popular. Zoomin and Fluid Topics. They consume content from multiple sources, not just Paligo, but they also can personalize the content So if you have advanced delivery requirements and a simple HTML5 static output is not enough, then you can also go to a CDP. Maybe you should speak to us and we can potentially advise should you need and how to go in those systems. The different integrated search shows that we have at the moment for Algolia Swift Type or Covio, as well as the analytics as we've seen, so you can get data on how the customers are using the content, supporting currently Google Analytics and Mixpanel. Ok, fun extra time. Well, the first one I've actually shown you already, you just may not have realized. I've called it cheating. Using the layout out of a test in the output. You just wanna publish something and you want to see how it looks. Is the content kind of okay? You'd normally just go to publish and publish the whole thing out. If you go into the layout editor, as I showed you previously, you can just do a preview inside the layout editor and get the content that you need. I often do that myself. It's not gonna include multiple languages, variables, or profiling, but it will give you the information it'll give you the general output so you can see how it all fits together. Just I think it's a really nice piece of advice one of our customers gave me some time ago. That's really useful. I don't think I need to show you because we've seen that before. And you can also embed lots of cool stuff in Paligo. I'll show you what I mean. As you may already know, it's quite simple to put a video inside Paligo. So here I have just a YouTube page, and I'm going to share and there's a copy. Just click on copy for the embed. That's all you need. So if I wanna put a video inside Paligo, I'll click on this topic here. I want to put a video here. I'd go insert video double click on the video control v, there, and there's my video. I'll just do a quick review, and there's my video. Very simple to stick a video inside Paligo. I could also change the size if I want to, and there's the file ref that we have. OK? Very simple to do. Now that is actually a base for all these cool integration examples, because everything I'm gonna show you, it's actually based on the same idea, the same way that YouTube or Vimeo works. You just take the URL and you plug it in, it works so not just for YouTube videos. It works for many other things. So in terms of Google integrations, we have specific way of doing Google integrations as well, but this also works as well as long as the content is available for the world to see. Not behind some sort of login. I've put in a Google doc in the same way. I put a spreadsheet in in the same way. This can be really useful. You've got content outside Paligo always wants updated. It could be a nice way of putting it in. Just as a note, to solve the content of the spreadsheet or the document obviously won't be fine when we're doing a search because the content isn't stored within Paligo. You could put a Google form in, and I'm sure lots of forms from other types of companies as well directly inside your content in the same way. Even a Google presentation, you can plug in. It seamlessly it just works really, really simply. Very effective if you find other things and other types of integrations, not just in this Google, but other parts, please send them to us. We'd love to know what you're using. Social media integration examples exactly the same way. So YouTube, we've seen Vimeo, same idea. It's all working but the same the same way. Spotify. I personally was interviewed on Spotify a couple of years ago, and there's the link from Spotify. I could put it directly into my content. Soundcloud in the same way. Really no limits to this as long as the.. you just experiment if the link works, then the embed framework is already there, and it shows this content. We have different graphical examples. If you're familiar with LucidChart, it's a web based app for managing your images and your your graphics. So here is a Lucid Chart example that I created, and it's showing live in HTML5. It's not gonna show as the others in a PDF, but it shows an HTML5. And sometimes I actually asked, can we do a hotspot? Meaning, can I click on a somewhere on an image and open a specific page? So I've created this inside LucidChart, click on it, and I can open it like that. So you could link to anywhere you want from the images. So essentially, it's a graphical app where I can embed that inside Paligo. If you need 3D images, maybe you're in a manufacturing company. So there's a site called Sketchfab. It's like a YouTube for for 3D images. And again, embed it and you can see the 3D inside Paligo. Really cool, effective stuff, and lots of options there, just by putting the embed in. Another example would be content central. It's another 3D image. Some that I personally like about this, I'll quickly show you. You can move it around. We can actually measure from this point to this point. Lovely piece of functionality. We can't we don't take credit. We're just embedding. Just to give you an example of how simple it is, Paligo being a cloud based solution to embed all sorts of exciting content. Slideshare, maybe people use this to put slides in. Just an example there. So these are what I call cool examples. As I said previously, If you have more examples, you start using Paligo to embed material from other types of applications, please let us know so we can add it to our examples and share those with other people as well. And that concludes this training session on publishing. We've been through a lot of different things to understand what publishes? What the options we publish to? How to change those options? And finally, with a little bit of fun extras about some cool stuff you can do in Paligo. Please go and enjoy the publishing options. And if you need any type of further assistance, please contact us. We'd be more than happy to help you.