Managingtitles
-551-
ThispopulatestheDestinationDirectoryandStatuspull-downlistsandthe
AvailableUsersandTeamMembersboxesbasedonthecurrentsettingsforthe
title.
4. UsetheStatuspull-downlisttoselectanupdatedstate.
5. ClickSave.
Seealso: Setting
preferences
Adding
a
note
Restoringatitle
Youcanrestoreatitlefrombacked-upversionsofthetitlethatyouhavecheckedin
usingtheVersionControlprocess.Whenyourestorethetitle,therestoredversion
becomesthenewcurrentversion.Additionally,youcanrestoreapreviousversiontoa
newtitle.
Torestoreatitletothenewcurrentversion:
1. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
2. Expandtheappropriatefolderandselectthetitle.
3. ClickHistory.
TheTitleHistorywindowopens,showingtheversionhistoryofthetitle.Themost
recentversionislistedfirstinthetable.
4. ThetitleyouselectedisdisplayedintheTitlefield.Toselectadifferenttitle,use
theTitlelistandselectanothertitle.
5. SelecttheversionyouwanttorestorebyclickingonarowintheVersionHistory
table.ChangesmadetothetitleaftertheCreateddateandtimewillbelostwhen
theversionisrestored.
6. ClickRestoreVersion.
Thetitleisrestored.
Tocreateanewtitlefromachecked-inversion:
1. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
2. Expandtheappropriatefolderandselectthetitle.
3. ClickHistory.
TheTitleHistorywindowopens,showingtheversionhistoryofthetitle.Themost
recentversionislistedfirstinthetable.
4. ThetitleyouselectedisdisplayedintheTitlefield.Toselectadifferenttitle,use
theTitlelistandselectanothertitle.
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Managingtitles
-552-
5. Selecttheversionfromwhichyouwanttocreateanewtitlebyclickingonarowin
theVersionHistorytable.
6. ClickRestoreVersionToTitle.
Thenewtitleisrestored.
Seealso: Saving
a
title
Controlling
versions
Addinganexternalreviewer
Afteryoushareatitle,youcanaddanexternalreviewerthatisnotontheAvailable
Userslist.Anexternalreviewercanbeanyoneyouwanttoreviewyourtitle.Theydonot
needtobeexistingLectoraOnlineusers.ReviewersaregrantedfreeaccesstoLectora
Onlinebutarelimitedtoaddingnoteswithinatitle,reviewingnotesothershaveadded
tothetitle,andpreviewingpublishedpages.Youcanalsospecifywheneachreviewer's
accesstothetitleshouldberevoked.
Reviewersthatyouaddwillreceiveanemailwithinstructionsandtemporarycredentials
tologonandgetstarted.YoucanedittheemailsenttoareviewerbyclickingtheCus-
tomizeEmailgraphic
locatedonthereviewer'sentryintheTeamMembersbox.For
details,seeCustomizing
the
reviewer
notification
email
.
Followthesestepstoaddanexternalreviewertoasharedtitle:
1. Ifyouhavenotalreadydoneso,clickManageTitlesandselectthesharedtitle
fromtheSharedTitlesfolder.
2. ClickAddReviewer.
TheAddReviewerwindowopens.
3. Specifythereviewer'sfirstname,lastnameandemailaddress.
4. UsetheExpiresfieldtospecifywhenthereviewer'saccesstothetitleshouldbe
revoked.Clickthecalendargraphictoopenacalendarviewtoselectadate.Use
theerasergraphictodeleteaspecifieddate.Leavethefieldblankifyoudonot
wantthereviewer'saccesstoberevoked.
5. ClickAdd.
ThereviewerisaddedtotheAvailableUserslist.
6. SelectthenewreviewerfromtheAvailableUserlistandclicktherightarrow.
TheuserisaddedtotheTeamMemberslistasareviewer.ClicktheCustomize
Emailgraphic
toedittheemailsenttoareviewer.
7. ClickSave.
8. ClickClose.
Seealso:Working
with
notes
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Managingtitles
-553-
Customizingthereviewernotificationemail
Reviewersthatyouaddwillreceiveanemailwithinstructionstogetstarted.Youcan
edittheemailsenttoareviewerbyclickingtheCustomizeEmailgraphic
locatedon
thereviewer'sentryintheTeamMembersbox.TheCustomizeEmailgraphicisdis-
playedwhenaddingareviewerusingtheAddReviewerbutton.Youcanalsodisable
thesendingofthenotificationemailtothereviewer.
Editthecontentsasnecessary.Ifthereviewerisanewuser,theemailwillcontaintem-
porarycredentialstologonandgetstarted.Donoteditthepasswordfield.Arandomly
generatedpasswordwillbeprovidedtothereviewerandautomaticallyinsertedintothe
email.
YoucanalsoedittheFromandSubjectfields.NotethatifyouchangetheFromfield;
theemailwillbesentwiththedo-not-replyemailaddressoftheautomatedemailer.To
receiveacopyoftherevieweremail,clickSendmeacopyofthismessage.Click
Savetosaveyourchanges.
TheemailissentwhenyouclickSaveontheManageTitleswindow.
Todisablesendingtheemailtothereviewer,clicktheCustomizeEmailgraphic
and
clicktheDonotsendthisrevieweranemailbutton.TheCustomizeEmailgraphicis
removed.
Refreshingthecheckoutstatus
RefreshingtheCheckoutStatuswillshowyoumodificationsandcheckoutsthathave
beenmadebyotherteammemberswhileyouhavebeenworkingonthetitle.
TorefreshtheCheckoutStatus,clicktheRefreshCheckoutStatusgraphic
onthe
TitleExplorerbar.
Ifchangesweremade,theCheckoutStatuswindowopens,showingtheusersandmodi-
ficationstothetitle.
Renamingatitle
YoucanusetheManageTitleswindowtorenameatitle.
l
Becarefulwhenrenamingtitlesthatmaybecheckedout.Ifyourenamea
checked-outtitle,thechecked-outstatuswillberemoved,alongwithany
changesoccurredwhilethetitlehasbeencheckedout.
l
YoucanrenameatitlewhileyouhaveitopeninthePublisher.Fordetails,
seeChanging
the
name
of
your
title
.
Torenameatitle:
1. IfyouareinthePublisher,savethetitleandclicktheLectoraOnlinetoolbar
graphic.
2. ClickManageTitlesfromtheTaskslistontheHomePage.
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Managingtitles
-554-
TheManageTitleswindowopens.
3. Expandtheappropriatefolderandselectthetitleyouwanttorename.
4. ClickRename.
5. Renamethetitleasappropriate.
Thetitleisrenamed.
Creatingacopyofatitle
Youcancreateacopyofaprivatetitleorasharedtitle.
Tocopyatitle:
1. IfyouareinthePublisher,clicktheLectoraOnline
toolbargraphic.
2. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
3. Expandtotheappropriatefolderandselectthetitleyouwanttocopy.
4. Right-clickandselectCopyTitle.
Thecopyofthetitleappearsinthefolder.Theword"-Copy"isappendedtothenameof
thenewtitle.
Relocatingatitle
Youcanrelocateatitletoanewfolder.Dragaprivatetitletoasub-folderordragatitle
thatyouhavesharedtoanewsharedfolder.
Torelocateatitle:
1. IfyouareinthePublisher,clicktheLectoraOnline
toolbargraphic.
2. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
3. Expandtotheappropriatefolder,selectthetitleyouwanttorelocate,anddragthe
titletothenewfolderlocation.Ablueboxindicatesavalidfolderlocation.
Thetitleismovedtothenewlocation.
Printingatitle
Youcanprintatitle.SelectadefinedprinterorselecttosaveasaPDFfileifyouhave
thatoptionavailable.
Toprintatitle:
1. IfyouareinthePublisher,click
Printinthequick-accessbar.Alternatively,you
canclickPrintontheFileribbon.
Thetitlerunsinanewwindowortabinyourbrowswer..
2. Whenthetitleisfinishedloading,right-clickwithinthenewwindowandselect
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Managingtitles
-555-
Print.
Theprintdialogboxopens.
3. Usethefieldsinthedialogboxtoprintthetitle.SelectChangeintheDestination
fieldtospecifytheappropriatedestination.
4. ClickPrintifyouselectedaprinterorSaveifyouselectedafiledestination.
Thetitleisprintedorsaved.
Deletingatitle
YoucanusetheManageTitleswindowtodeleteatitle.
Titlesthatyoudeletecannotberecovered.
Todeleteatitle:
1. IfyouareinthePublisher,clicktheLectoraOnline
toolbargraphic.
2. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
3. Expandtheappropriatefolderandselectthetitleyouwanttodelete.
4. ClickDelete.
TheDeleteTitlewindowopens.
5. ClickYes.
Viewingtitlehistory
Youcanviewahistoryoftitleversionsthatyouhavesaved.Additionallyyoucandown-
loadandprintthehistory.
Followthesestepstoviewtitlehistory:
1. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
2. ClickHistory.
TheTitleHistorywindowopens.
3. UsetheTitledrop-downlisttoselectthetitlethatyouwanttorestore.
EachversionofthetitleappearsinchronologicalorderintheVersionHistory
table,alongwiththecreationdateandtime,thecreator,andcomments.
ClickPrinttoprintthehistoryorclickDownloadCSVtosavethehistorytoacomma-
separatedvalues(CSV)file.
Seealso:Restoring
a
Title
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Managingtitles
-556-
Viewingnotes
Youcanviewthenotesassociatedwithatitle.Youcanviewnotesreportsforyour
privatetitlesaswell.
Toviewthenotesofatitle:
1. IfyouareinthePublisher,savethetitleandclicktheLectoraOnline
toolbar
graphic.
2. ClickManageTitlesfromtheTaskslistontheHomePage.
TheManageTitleswindowopens.
3. Expandtheappropriatefolderandselectthetitle.
4. ClickNotes.
TheTitleNotesReportwindowopens,displayingthenotes.UsetheTitledrop-
downlisttoselectanothertitle.
5. ClickPrinttoprinttheTitleNotesReport.ClickDownloadCSVtosavethereport
toacomma-separatedvaluefileorclickDownloadTexttosavethereporttoatext
file.
6. ClickClosetoreturntotheManageTitlewindow.
Importingandexportingcontent
LectoraOnlineenablesyoutoworkwithdatafromtextfilesandotherprograms,includ-
ingimportingcontentfromanexistingtitle.
Viewthesetopicsformoreinformationaboutimportingandexportingcontent:
l
Importing
a
Lectora
Online
package
file
l
Importing
a
PowerPoint
presentation
l
Exporting
a
title
as
a
Lectora
Online
package
file
l
Exporting
the
text
of
a
title
for
Word
ImportingaLectoraOnlinepackagefile
YoucanimportatitlethathasbeenpackagedasaLectoraOnline.pkgfile.Selectto
importtitlesfromtheHomePageorfromwithinthePublisher.
Youcanalsoimport.pkgtitlesbydragginganddroppingthemontoLectoraOnline.See
Dragging
and
dropping
a
title
formoreinformation.
Toimportatitle:
1. IfyouhavenotstartedthePublisher,clickImportTitlefromtheTaskslistonthe
HomePage.Otherwise,clickImportfromtheFiletabinthePublisherandselect
LectoraOnlinePackage.
TheImportaTitlewindowopens.
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Managingtitles
-557-
2. Specifythenameofthe.pkgfileintheTitletoImportfieldorclickBrowsetonav-
igateandselectthe.pkgfile.ChangethenameofthetitleintheTitleNamefieldif
necessary.
3. ClickImport.
TheimportedtitleisopenedinthePublisher.
ImportingPowerPointpresentations
YoucanimportanentireMicrosoftPowerPointpresentationtocreateanewtitle.You
canspecifythesizeoftheimportedpages,howtransitionsshouldhandled,andthe
formatoftheimages.
YoucanimportPowerPointpresentationsfromtheHomePageorfromwithinthePub-
lisher.
ToimportaPowerPointpresentation:
1. IfyouhavenotstartedthePublisher,clickImportPowerPointfromtheTaskslist
ontheHomePage.Otherwise,clickImportfromtheFiletabinthePublisherand
selectPowerPoint.
TheImportPowerPointwindowopens.
2. SpecifythenameofthePowerPointfileintheTitletoImportfieldorclickBrowse
tonavigateandselectthePowerPointfile.ChangethenameofthetitleintheTitle
Namefieldifnecessary.
3. ClickImport.
TheImportPowerPointwindowopens.
4. IntheTitleSizebox,usethedrop-downlisttoselectthesizeofthepagestobecre-
atedfromthePowerPointslides.Tospecifyacustomsize,selectCustomSize
fromthelistandenterthepagewidthintheCustomScreenWidthfield.
5. UsetheTransitionsboxtospecifyhowyouwanttransitionsimportedintothetitle.
Choosefromthefollowing:
NoTransitions
Selectthistodisregardslidetransitionsincludedinthe
PowerPointpresentation.
ImportOnlySup-
portedTransitions
Selectthistoonlyimportslidetransitionsthataresup-
portedbytheprogram.
RemapToSupported
Transitions
Selectthistoimportallslidetransitions.IfthePowerPoint
presentationcontainsslidetransitionsthatarenotsup-
portedbytheprogram,alternatetransitionswillbe
applied.
6. IntheImagesbox,usetheFormatpull-downlisttoselecttheformattowhichyou
wantimageswithinthepresentationconverted.SelectfromPNG,GIF,orJPG
Managingtitles
-558-
formats.
7. ClickOK.
TheconvertedPowerPointfileisopenedinthePublisher.
ExportingatitleasaLectoraOnlinepackagefile
YoucanexportatitleasLectoraOnlinepackagefiletouseinLectora.Youcanexport
titlesforLectorafromtheHomePageorfromwithinthePublisher.
TitlesexportedforLectoraarepackagedandsavedas.pkgfiles.
EnableDownloadNotifications:Incertaincases,yourbrowser'ssecuritysettings
canbepreventingfiledownloadswithoutnotifyingyouthatadownloadisbeing
attempted,particularlyifyouuseInternetExplorer.Checkyourbrowser'ssecurity
settingstoenableautomaticpromptingforfiledownloads.
ToexportatitleasaLectoraOnlinepackagefilefromtheHomePage:
1. ClickExportTitlefromtheTaskslistontheHomePage.
TheExportaTitlewindowopens.
2. Opentheappropriatefolderandselectthetitle.
3. ClickExport.
TheFileDownloadwindowopens.
4. ClickSave.
TheSaveAswindowopens.
5. EdittheFilename,ifnecessary,andclickSave.
Thetitleispackaged.
6. ClickOpentolaunchthetitleinthePublisherorclickOpenFoldertoopenthe
packagedfilelist.
Thetitleispackaged.
ToexportatitleasaLectoraOnlinepackagefilefromwithinthePublisher:
1. ClickExportontheFiletabandselectLectoraOnlinePackage.
Yourbrowser'sexportwindowopens.
2. Namethefileandsaveit.
Thetitleispackaged.
ExportingthetextofatitleforWord
YoucanexportthetextofatitletouseinWord.ThetextoftitlesexportedforWordare
packagedandsavedas.docfiles.
EnableDownloadNotifications:Incertaincases,yourbrowser'ssecuritysettings
Managingtitles
-559-
canbepreventingfiledownloadswithoutnotifyingyouthatadownloadisbeing
attempted,particularlyifyouuseInternetExplorer.Checkyourbrowser'ssecurity
settingstoenableautomaticpromptingforfiledownloads.
ToexportthetextofthetitleforWord:
1. OpenthetitleinthePublisher.
2. ClickExportontheFiletabandselectWord.
TheExporttexttoWordwindowopens.
3. ClickOK.
4. NavigatetotheappropriatelocationsandusetheFilenamefieldtospecifythe
nameofthe.docfile.
5. ClickSave.
Thetextissavedinthe.docfile.
Creatingtitlereports
Youcanviewandgeneratetitlereportsforyoursharedtitles.Generatereportsbasedon
titlestatus,titleteammembers,andtitlepaths.Youcanalsoviewthenotesassociated
withaselectedtitle.Reportscanbesorted,searched,andsavedascomma-separated
value(.csv)files.
Tocreateatitlereport:
ClickTitleReportsfromtheTasks&AdministrationlistontheHomePage.
TheTitleReportswindowopens.
ClickClearFilterstoclearthesearchfiltersandclickSearchtodisplaythetitlesof
whichyouareateammember.Tonarrowyoursearch,usethefollowingsearchfilters.
ClickSearchwhenyouaredonespecifyingsearchcriteria.
Searchfilter Description
TitleName
Specifyacharactersequencetosearchfortitleswithnamescontaining
thetargetcharactersequence.Thefieldisnotcase-sensitive.
TitlePath
Selectatitlepathtosearchfortitleslocatedinthetargettitlepath.Click
theeraser
graphictoclearthefield.
Status
Selectastatusstatetosearchfortitlesintheselectedstatusstate.
TeamMem-
bers
Selectateammembertosearchfortitlessharedwiththetargetteam
member.Clicktheeraser
graphictoclearthefield.
Thetitlesthatmeetthesearchcriteriaaredisplayedinthesearchresultstable.The
name,path,status,andtheteammembersassociatedwitheachtitlearedisplayed.
Clickacolumnheadingtoalphabeticallysorttheresultsbythatcolumn.Clickatitle
namelinktolaunchthetitleinthePublisher.Toviewthenoteswithinatitle,highlighta
titlerowwithinthereportandclickNotes.
Managingtitles
-560-
TovieworsavetheTitleReportasacomma-separatedvalue.csvfile,clickDownload
CSV.ClickClearFilterstostartanothersearchorclickCanceltoreturntotheHome
Page.
Seealso:Viewing
Notes
Managingfolders
Foldersareusedtoorganizeandmanageyoursavedtitles.Therearetwotypes:shared
foldersandprivatefolders.Theyarelabeled"SharedTitles"and"MyTitles",respect-
ively.Youcancreate,rename,anddeletesubfoldersunderboththesemainhierarchical
headings.Thensavetitlestothesubfoldersasappropriate.
Youaretheonlyuserthatcanview,edit,andpublishtitlesyousavetoprivatefolders.
Userscanview,edit,andpublishtitlesyousavetosharedsubfolders.Forinformation
aboutsharingtitles,seeWorking
with
Shared
Titles
.
Viewthesetopicsformoreinformationaboutmanagingfolders:
l
Adding
a
folder
l
Renaming
a
folder
l
Deleting
a
folder
l
Selecting
a
folder
Addingafolder
Whenmanagingfolders,usetheNewbuttontoaddanewfolder.
Followthesestepstoaddanewfolder:
1. ClicktheManageFolderslinkwhenyouarepromptedtoworkwithfolders.
TheManageFolderswindowopensdisplayingyourcurrentfolderhierarchy.
2. Selectthefolderinwhichyouwantthenewfolderadded.Ifyouwanttoaddthe
foldertoasubfolder,clicktheplus(+)signstoopenthesubfolderandselectthe
folderinwhichyouwantthenewfolderadded.
3. ClicktheNewbutton.
4. Renamethenewfolderasappropriate.
5. ClickReturnwhenyouarefinishedaddingnewfolders.
Renamingafolder
Whenmanagingfolders,usetheRenamebuttontorenameafolder.
Followthesestepstorenameafolder:
1. ClicktheManageFolderslinkwhenyouarepromptedtoworkwithfolders.
TheManageFolderswindowopensdisplayingyourcurrentfolderhierarchy.
2. Selectthefolderyouwanttorename.Ifsubfoldersareavailable,clicktheplus(+)
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