Documentation Center

From which interface can I do this?

When first learning how to use Tridion Docs, the different user interfaces might be a little confusing. This topic summarize the common tasks performed in Tridion Docs (by all types of users) and indicates from which of the user interfaces each task can be performed.

Repository management

TaskXML EditorPublication ManagerOrganize SpaceDraft SpaceReview Space
Access, display, modify the Content Manager Repository and source files.yesyesyesyesno
Search the Repository.yesyesyesyesno
Import/add to the Content Manager Repository:
  • Images
  • Topics
  • Maps
  • Library Topics
  • Other (Word, PDF, ...)
  • Translations
yesyesyesyes

(limited)

no

Publication management

TaskXML EditorPublication ManagerOrganize SpaceDraft SpaceReview Space
View a publication.no

(limited)

yesyesyes

(limited)

yes
Add a new publication.no

(limited)

yesyesnono
Modify a publication's metadata, including changing its root map.no

(limited)

yesyesnono
Modify a publication's structure by adding, moving and removing maps/topics/components.noyesnoyes

(limited)

no
Delete a publication.no

(limited)

noyesnono
Version, branch or release a publication.no

(limited)

yesyesnono
View or modify the baseline of a publication.noyesnoyes

(limited)

no
Add output formats to publications (selected from available output types).noyesyesnono
Initiate publishing.noyesyesnono
Initiate translation.nonoyesnono
Access Content Manager event logs.nonoyesnono
Generate publication reports (publishing, translation and workflow).nonoyesnono

Authoring, editing and reviewing

TaskXML EditorPublication ManagerOrganize SpaceDraft SpaceReview Space
Edit topics/content.yesyesyesyesno
Add additional resolutions to images.nonoyesnono
Add review comments to a topics/content.nononoyesyes
Update the metadata/properties for single objects.yesyesyesyes

(limited)

no
Update metadata for multiple selected objects.yesyesnonono
Enable translation management for maps and topics.yesyesyesyesno
Release a single topic.yesyesyesyesyes
Release multiple topics at one time.yesyesyesnono
Access an inbox.yesyesyesnono
Access revision history of an object.nonoyesyes

(for version in the baseline and only when Document History is enabled)

yes(for version in the baseline and only when Document History is enabled)
Access/open local storage.yesyesnonono

Administration

TaskXML EditorPublication ManagerOrganize SpaceDraft SpaceReview Space
Add Content Manager users.nonoyesnono
Add, modify, or access user groups and permissions.nonoyesnono
Add available output types.nonoyesnono
Add or modify an inbox.nonoyesnono
Establish or edit (workflows):
  • Status definitions
  • Initial status
  • Status transitions
nonoyesnono
View or edit XML settings files for:
  • Translation
  • Tags
  • Plugin
  • Workflow
  • Change tracker
  • Inbox
nonoyesnono
Access or modify lists of values displayed in the Content Manager interface.nonoyesnono
Access or modify default settings.nonoyesnono