A Guide to Quark Author
Web Edition 2015 October
Update
CONTENTS
Contents
Getting Started............................................................................4
About Quark Author Web Edition....................................................................4
Smart documents......................................................................................................4
Introduction to the Quark Author Web Edition User Guide.............................4
Quark Author Web Edition configuration.........................................................4
The user interface.........................................................................5
Smart Document pane.......................................................................................6
Editing pane......................................................................................................7
Context menus..................................................................................................8
Preview pane.....................................................................................................9
Review pane....................................................................................................10
Footnotes pane...............................................................................................10
The Refers To and Where Used panes............................................................12
Refers To pane........................................................................................................12
Where Used pane....................................................................................................13
Toolbar............................................................................................................14
Working with documents...........................................................16
Creating documents........................................................................................16
Editing documents..........................................................................................16
Inserting sections............................................................................................16
Entering text...................................................................................................17
Track changes..................................................................................................17
Comments and tracked text preview......................................................................17
Document specific tracking state............................................................................18
Navigating in the document............................................................................19
Document preview..........................................................................................19
Undo and redo................................................................................................19
Cut, copy and paste........................................................................................20
Find and replace..............................................................................................20
XML preview...................................................................................................21
Saving and closing documents........................................................................21
Autosave..................................................................................................................23
Inserting Microsoft Excel components............................................................24
Content editing..........................................................................25
Text emphasis.................................................................................................25
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CONTENTS
Applying text emphasis...........................................................................................25
Removing text emphasis.........................................................................................26
Rich text..........................................................................................................26
Lists..........................................................................................................................26
Inserting Hyperlinks.................................................................................................28
Inserting footnotes and endnotes...........................................................................28
Cross references......................................................................................................29
Inserting figures and images...................................................................................31
Inserting special characters.....................................................................................32
Inserting tables........................................................................................................33
Inserting tables from server.....................................................................................34
Inserting videos.......................................................................................................35
Editing tables..........................................................................................................36
Spell checking..................................................................................................37
Legal notices...............................................................................38
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GETTING STARTED
Getting Started
About Quark Author Web Edition
Quark Author Web Edition is a rich text editor that can be used to produce smart
documents and content using a web browser. It is a structured content editor that
allows subject matter experts to write content without worrying about the style. The
author provides the content, instead of the layout, how section types are styled in a
particular publication is left to dynamic publishing.
Smart documents
A Smart Document is very much like any document. It consists of sections, each with
a heading and body content, such as paragraphs, lists, tables, videos and images. What
differentiates a Smart Document from other documents are the structure and semantics
applied to content. This metadata enables automated processing and dynamic
publishing of content. Each section, for example, is of a particular type, which may
be unique to a type of document, or common to multiple document types. Similarly,
document sections may be authored for a single document, or shared across multiple
documents.
Introduction to the Quark Author Web Edition User Guide
The User's Guide contains information about Quark Author Web Edition intended
for end-users. It describes all features and options available in the application and
shows you how to use it to easily create and edit rich document content, as well as
add media objects like videos and images.
Quark Author Web Edition configuration
Because Quark Author - Web Edition is configurable and extensible, its features can
be customized by a developer or a system administrator. Because of this not all of the
functions described in this User's Guide may be available in your Quark Author - Web
Edition instance and your configuration may have specialized functions not described
in this guide.
Also note that the Quark Author - Web Edition interface can be customized and
displayed with a different skin (colors, icons, or size).
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The user interface
Quark Author - Web Edition provides a clean and simple user interface. If you are
familiar with desktop word processors you will find that many commands are familiar
or self-explanatory.
The figure below shows the main interface of Quark Author - Web Edition:
THE USER INTERFACE
Quark Author - Web Edition interface.
Quark Author - Web Edition consists of the following main parts:
• The banner at the top of the window provides file-level operations, such as Save and
Close. The pane settings button on the far right allows the user to show and hide
various task panes.
• The "Smart Document pane." - the section to the left of the Editing pane containing the
tree structure of the document currently being worked on. Use this pane to add and
nest sections of the document and to navigate among them.
• The "Editing pane." - the space below the Toolbar where you edit all document content.
• The "Toolbar." - the section at the top of the Editing pane containing buttons that
give you access to various functions of Quark Author- Web Edition.
• The "Preview pane." - the section to the right of the Editing pane where you can see a
live preview of the current document, in various output formats.
• The "Review pane." - the section to the right of the Editing pane where you can see
user comments and tracked changes on the document you are working on.
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THE USER INTERFACE
Smart Document pane
• "Context menus." - a shortcut or drop-down menu that displays the commands available
for the element that was right-clicked.
• Various dialog boxes - small pop-up windows that appear when you use some of the
editor's functions and are opened by clicking the toolbar buttons.
The Smart Document pane is located to the left of the editing pane and presents an
outline of the document. The Smart Document pane provides the ability to navigate,
insert, delete and move document components.
The Smart Document pane.
The Smart Document pane includes the following:
• The user can select to show or hide the Add Section option in the Smart Document
pane. By default the Add Section option will be shown for new documents, and hidden
for checked out documents.
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THE USER INTERFACE
•
The Options button displays a drop-down menu of options available for the
currently selected section of the document. This menu is also presented when you
right-click a section in the tree.
• Under the toolbar, the first column identifies shared components within the document.
An icon in this column identifies the root section of a component, and a checkmark
indicates the component is checked out for edit. All sections in the component are
shaded a different color in the section hierarchy.
• The second column presents an outline of the sections in the current document. It
allows the user to add and delete sections as needed. Additionally, sections can be
reordered by dragging and dropping sections within the tree.
Editing pane
The Editing pane is located below the toolbar.
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THE USER INTERFACE
The Editing pane.
Use the Editing pane to enter the title and contents of each section of your document.
Context menus
Context menus are pop-up menus that appear whenever you right-click inside the
Editing pane. It serves as a shortcut for most common operations available for a given
type of object.
The menu is context-sensitive which means that the options displayed in it depend
on the object that you click. If, for example, you right-click while inside a table, you
will see table-specific options available in its context menu.
A table context menu.
For more complex objects, like tables, the context menu might include sub-menus
with further options.
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Preview pane
The Preview pane is located at the right of the Editing pane and allows you to preview
the current document in multiple output channels like PDF, IMAGE and HTML. This
is where you preview what the final document will look like.
THE USER INTERFACE
The Preview pane.
The Preview pane toolbar includes the following controls:
•
Click the button on the Preview pane to open or save a copy of the document.
•
Click the button on the Preview pane to refresh the preview document with the
latest content in the Editing pane.
• The drop-down menu allows you to select a format for the preview.
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THE USER INTERFACE
Review pane
The Review pane is located at the right of the Editing pane and allows you to see a
list of all comments and tracked changes that have been added to the current document.
The Review pane.
The Review pane toolbar includes the following controls:
•
Click the Refresh toolbar button to refresh the list to include any recently added
comments or tracked changes.
• Click the User toolbar button to show filtered list of comments or tracked changes
added by specific users.
• Click the Date toolbar button to sort the comments or tracked changes by Date.
Footnotes pane
The Footnotes pane is located at the right of the Editing pane and displays all of the
footnotes and endnotes contained in the document.
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THE USER INTERFACE
The Footnotes pane.
The Footnotes pane toolbar includes the following controls:
• Choose Footnote or Endnote from the drop-down menu to see a list of either footnotes
or endnotes in the document.
•
Click the Refresh toolbar button to refresh the list to include any recently added
footnotes or endnotes.
• Select an endnote or footnote from the list and click the Edit toolbar button to edit
the selected footnote or endnote.
• Select an endnote or footnote from the list and click the Delete toolbar button to
delete the selected footnote or endnote.
If you click on a footnote or endnote from the list, the footnote or endnote location
in the document will be highlighted.
If you insert a footnote or endnote when tracking is on, then the footnote/endnote
in the list has additional options.
You can use these options to Accept or Reject the inserted footnote/endnote.
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THE USER INTERFACE
The Refers To and Where Used panes
Refers To pane
The Refers To and Where Used panes allow you to view the relationships (including
primary and secondary references, if any) for the selected asset. The current document
Refers To assets (images and components). These are primary, or first-level references.
These referred to assets may Refer To other assets. These are secondary, or second-level
references.
The Refers To pane is located at the right of the Editing pane and displays all assets
that the selected asset refers to.
The Refers To pane.
The Refers To pane includes the following columns:
•
- The Pinned Version column is used to indicate if a referenced asset is pinned to
a specific version of that asset. The tooltip will show the version that the reference is
pinned to.
•
- The Checked Out column is used to indicate if the referenced asset is currently
checked out.
• The Name column gives the name of the referenced asset.
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