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
| Task | XML Editor | Publication Manager | Organize Space | Draft Space | Review Space |
|---|---|---|---|---|---|
| Access, display, modify the Content Manager Repository and source files. | |||||
| Search the Repository. | |||||
Import/add to the Content Manager Repository:
| (limited) |
Publication management
| Task | XML Editor | Publication Manager | Organize Space | Draft Space | Review Space |
|---|---|---|---|---|---|
| View a publication. | (limited) | (limited) | |||
| Add a new publication. | (limited) | ||||
| Modify a publication's metadata, including changing its root map. | (limited) | ||||
| Modify a publication's structure by adding, moving and removing maps/topics/components. | (limited) | ||||
| Delete a publication. | (limited) | ||||
| Version, branch or release a publication. | (limited) | ||||
| View or modify the baseline of a publication. | (limited) | ||||
| Add output formats to publications (selected from available output types). | |||||
| Initiate publishing. | |||||
| Initiate translation. | |||||
| Access Content Manager event logs. | |||||
| Generate publication reports (publishing, translation and workflow). |
Authoring, editing and reviewing
| Task | XML Editor | Publication Manager | Organize Space | Draft Space | Review Space |
|---|---|---|---|---|---|
| Edit topics/content. | |||||
| Add additional resolutions to images. | |||||
| Add review comments to a topics/content. | |||||
| Update the metadata/properties for single objects. | (limited) | ||||
| Update metadata for multiple selected objects. | |||||
| Enable translation management for maps and topics. | |||||
| Release a single topic. | |||||
| Release multiple topics at one time. | |||||
| Access an inbox. | |||||
| Access revision history of an object. | (for version in the baseline and only when Document History is enabled) | ||||
| Access/open local storage. |
Administration
| Task | XML Editor | Publication Manager | Organize Space | Draft Space | Review Space |
|---|---|---|---|---|---|
| Add Content Manager users. | |||||
| Add, modify, or access user groups and permissions. | |||||
| Add available output types. | |||||
| Add or modify an inbox. | |||||
Establish or edit (workflows):
| |||||
View or edit XML settings files for:
| |||||
| Access or modify lists of values displayed in the Content Manager interface. | |||||
| Access or modify default settings. |