Document Types

This functionality of the Admin Consoile allows to create new document types and upload the required files. Already existing document types can be edited or completely deleted here, as well.

Please note that both the CSS style package and the BPMN workflow files are maintained by Yonder. That is, managing the document types is generally not a task for a Yonder administrator.

The overview page provides the following functions / information.

Tag Domains

This functionality of the Yonder Admin Interface allows to create new tag domains. Already existing tag domains can be edited or completely deleted here, as well.

The overview page provides the following functions / information.

Deleting a tag domain

Clicking on “Delete” next to a tag domain will show the following message, as highlighted in the image below:

Please pay attention to the remark, confirm the deletion by typing the tag domain’s name and click “Delete”.

Please note that deleting a tag domain will delete all its tags in every document where those tags were used.

Adding a new tag domain

Clicking “Add” (1) under the list of existing tag domains will open the following mask, as highlighted in the image below:

For a detailed overview of the various options of a tag domain (e.g., Type, Hide in Content, Hide in Filters) please refer to your Content Concept document.

Please note that you have to create at least one tag in a new tag domain before you can save it. To do so, click on “Add” (1) under “Tags”:

To finish the process of adding a new tag domain with at least one tag, click “Save” (2).

Publishing changes

After each change in one or more tags in a tag domain, the changes need to be published.

To do so, simply click on “Publish” in the upper right corner of the page.

Remark: you will see that the “Publish” icon is active (not greyed out) whenever there are changes to be published.

Editing a tag domain

Clicking “Edit” in the upper right corner of the page will open the following mask:

You can perform the following actions here:

• Change the “Metadata” information (1) of the tag domain, such as Name, Type, Icon, Hide in Content, Hide in Filters
• Rearrange the tags (2) by simple drag & drop moves. Remark: you can also move a tag under another tag to nest it.
• Add, Edit or Delete tags (simply click on one tag to open the menu):

Clicking “Edit” in the menu will open the following mask, as highlighted in the image below:

Roles (1) can be assigned here to the tag and / or an external ID (2) can be provided, as depicted in the image above.

Remark: for more information, please refer to your Content Concept document.

Export Profiles

This functionality of the Yonder Admin Interface allows to create new export profiles and upload the required style packages for them. Already existing export profiles can be edited or completely deleted here, as well.

Please note that the CSS style packages for the export profiles and as such the export profiles themselves are maintained by Yonder. That is, managing the export profiles is generally not a task for a Yonder administrator.

The overview page provides the following functions / information.

The following export profile types are available to choose from, as highlighted in the image below:

• Yonder Raw: This is a raw XML export type.
• iDoc Browser: This is a raw XML export type but with an additional CSS style package, used for the external software “iDoc Browser”.
• PDF Export: This is a PDF export type with a respective CSS style package.
• Report: This is a CSV report export type, where the report itself is configured via the style package.

IQSMS Settings

This functionality of the Admin Interface allows to enter the credentials received by ASQS for the Yonder <-> IQSMS interface. Please note that this functionality is only visible to subscribers of IQSMS.

By clicking on “Edit” in the upper right corner (highlighted in the image above) of the page, the following mask is opened where the credentials can be added or modified:

Folder Structure

This functionality of the Admin Interface allows to create and manage a library folder structure.

Please note that creating a deep folder structure results in extra clicks for the end-users. Be aware to keep the folder structure as flat as possible to avoid additional extra clicks for end users to navigate down within the folder structure in the Reader.

Manage the Folder Structure

This functionality of the Admin Interface allows the user to create, add, rename and delete folders.

Click on ‘Edit’ to manage the structure.

• if no structure exists click ‘Add’ to create the first folder
• if some folders exist, right click on the structure and start creating your library structure

To rearrange folders simply click on ‘Rearrange’ and drag and drop the folders to the desired position.

Note: if a folder is deleted, Yonder will ask for a confirmation. Documents that might be added in this folder will not be affected and shown in the root of the structure.

Add Documents to the Folder Structure

This functionality of the Admin Interface allows the user to assign a document to one or more folders in the library structure.

• In the ‘Documents’ tab hover over the document and click the ‘add to folder icon’ in the Folders column.
• In the structure select the desired folder(s).

→ the document will be assigned (reassigned) to these folder(s).

Notes: 

• if a document is not assigned to a folder it is displayed in the root of the library
• a document can be assigned to more than one folders
• empty folders are not shown to the end user
• dedicated roles are needed to administer the folders
  See complete help article for details