Content Authoring Tool | QuickResource

The Content Authoring Tool allows you to easily create, manage and deliver your own customized eGuide content through your app.

Creating a New Publication

1. Select the AUTHORING TOOL icon from the menu on the top right-hand side of the screen.
2. On the PUBLICATION MANAGER page, select the folder from the list in which you will be adding your content, or create a new folder by clicking the CREATE button in the top-right corner.
3. If you are creating a new folder, select FOLDER from the drop-down menu.
  1. Insert your folder’s name in the appropriate box in the pop-up window and click CREATE.
  2. Double-click on the new folder from the list on the PUBLICATION MANAGER page.
  3. Select the CREATE button in the next page to add a new folder or create your new publication within this folder.
4. If you are creating a new publication, select PUBLICATION from the drop-down list.
  1. 1. Insert the PUBLICATION TITLE, DESCRIPTION and AUTHOR in the appropriate boxes.
      
      Note: Select ADD on the right of the AUTHOR box to add another author.
    2. Click SAVE in the top-right corner.
      
      Note: See the Adding Content to Your Publication section below for instructions on how to add text to your eGuide.)
    3. Add a front cover to your publication by selecting FRONT COVER from the menu on the left.
    4. To UPLOAD YOUR OWN PHOTO, select UPLOAD YOUR OWN and drag and drop the JPEG or PNG file into the space below. Click SAVE when done.
    5. To USE A TEMPLATE to customize your front cover, select USE A TEMPLATE and fill in the information in the text boxes below, add an image and/or your company logo, and customize the colors.
    6. Select SAVE AND EXIT from the ELLIPSIS (…) icon in the top-right corner to save your work and return to the main page.
5. Your new publication is now visible in the PUBLICATION MANAGER menu. Double-click the publication to edit it.

Creating a New Publication Within a Folder

From within the folder’s main menu, select PUBLICATION from the drop-down list.
Follow STEPS 4A-4F above.

Adding Content to Your Publication

Select PUBLICATION SETTINGS and click CREATE.
Select SECTION or PAGE from the drop-down list, depending on what element of the publication you need to create.
1. To ADD A SECTION, enter all the relevant information in the appropriate sections. Use the tools on top of the text box to change the font style, add bulleted or numbered lists, insert links, photos or videos, and more. When you are done, click SAVE in the top-right corner.
  You will now see your new section appear in the column on the left.
2. To ADD CONTENT, enter all the relevant information in the appropriate sections and click SAVE in the top-right corner.
  You will now see your new page appear in the column on the left.
  
  Note: Use the options in the COMPONENTS window to add different elements to your page or section. Click the red X to close the window.
3. Select SAVE AND EXIT from the ELLIPSIS (…) icon in the top-right corner to save your work and return to the folder’s main page.

Previewing Your Publication

Select the section or page you’d like to preview and select PREVIEW in the top-right corner of the screen.
Use the arrows at the bottom of the screen to scroll through the different pages and sections of your publication. Select EXIT PREVIEW in the top-right corner to go back to the previous window.

Publishing Your Publication

If your publication IS within a folder:
1. 1. Select PUBLISH in the bottom-right corner of the screen in the folder’s main menu.
  2. In the pop-up window, add it to the app library of your choosing.
  3. Check the PRIVATE box to turn privacy settings on.
  4. Click PUBLISH.
  5. The following window will indicate that the publication has been successfully published to the selected app library.
If your publication is NOT within a folder:
1. 1. Select your title from the PUBLICATION MANAGER list and click PUBLISH on the bottom-right corner of the screen.
  2. Follow STEPS 1B-1E above.

And you’re done!

Your eGuide is now visible in the library(ies) of the selected apps.

Adding a Glossary Term in the Glossary Manager

Define important words by creating glossary terms and linking them within your publications.

Select GLOSSARY MANAGER in the main menu on the left.
If your glossary term IS being created within a new folder:
1. 1. On the GLOSSARY MANAGER page, select the folder from the list in which you will be adding your new glossary term, or create a new folder by clicking the CREATE button in the top-right corner.
  2. If you are creating a new folder, select FOLDER from the drop-down list.
  3. Insert your folder’s name in the appropriate box in the pop-up window and click CREATE.
  4. Double-click on the new folder from the list on the GLOSSARY MANAGER page.
  5. Select the new folder and click the CREATE button on the next page to add a new folder or create your new term within the current folder.
  6. If you are creating a new term, select GLOSSARY TERM from the drop-down list.
  7. Insert the GLOSSARY TERM and DESCRIPTION in the appropriate sections. Use the toolbar on top of the text box to change the font style, add bulleted or numbered lists, insert links, photos or videos, and more.
  8. In the top-right corner, click PREVIEW to see what the formatted version of your new term looks like. Click SAVE to save your changes, or click the THREE DOTS and select SAVE AND EXIT to save your work and return to the folder’s main menu.
    
    Tip: When you’re back in the folder’s main menu (MY GLOSSARY TERMS), click the MAGNIFYING GLASS icon next to your term to view its definition on the far right.
  9. In the MY GLOSSARY TERMS menu, right-click the term and select PUBLISH from the drop-down list.
  10. Click CONFIRM in the pop-up window.
    
    Note: To make changes to your glossary term, in the MY GLOSSARY TERMS menu, select EDIT GLOSSARY TERM at the bottom of the right-hand column.
  11. To add a new term within the same folder, click CREATE in the top-right corner of the MY GLOSSARY TERMS menu and repeat STEPS 2F-2J above.
If you’re creating a new term NOT within a folder:
1. 1. Click CREATE on the top right-hand corner of the MY GLOSSARY TERMS menu, and click on GLOSSARY TERM from the drop-down list.
  2. Insert the GLOSSARY TERM and DESCRIPTION in the appropriate sections. Use the toolbar on top of the text box to change the font style, add bulleted or numbered lists, insert links, photos or videos, and more.
  3. In the top-right corner, click PREVIEW to see what the formatted version of your new term looks like. Click SAVE to save your changes, or click the THREE DOTS and select SAVE AND EXIT to save your work and return to the folder’s main menu.

Renaming, Moving or Deleting a Folder

Select the folder from the MY GLOSSARY TERMS menu and right-click. Select the action you would like to perform from the drop-down list, and follow the directions in the pop-up window that appears.

Editing, Moving, Duplicating or Deleting a Glossary Term

Select the term from the MY GLOSSARY TERMS menu and right-click. Select the action you would like to perform from the drop-down list, and follow the directions in the pop-up window that appears.

Linking Glossary Terms within Your Publication

Within your eGuide, highlight and right-click the term you want to link to the glossary. Select GLOSSARY from the drop-down list.
In the pop-up window, select the term and click SAVE.
To UNLINK your glossary term, right-click it and select UNLINK from the drop-down list.
To change the glossary term you have linked to, right-click the linked word(s) and select EDIT GLOSSARY from the drop-down list. Follow STEP 2 above.