Branded Documents - Phase 3: Testing & Management

Structured AI → Branded Documents Phase 3: Testing & Management

 

Branded Documents - Phase 3: Testing & Management

Estimated Time

~15 minutes

Current Phase

Phase 3 of 3

What You'll Accomplish

• Configure content settings within the Structured AI PDF Editor.
• Manage document details, tags, and metadata for better organization.

• Adjust accessibility settings to support proper content use.
• Set publishing options to prepare PDFs for release.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Start Training ➡
Phase 2 The Branding Editor	Start Training ➡
Phase 3 Testing & Management	Current Phase ✔

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Follow Our Step-By-Step Training

1. Introduction

Building upon the progress made in Phase 2, our next focus is to efficiently handle various aspects of content management. This includes meticulously managing the finer details of the content, such as its structure and presentation, to ensure clarity and coherence. 

Additionally, we will pay close attention to the use of tags, which play a crucial role in organizing and categorizing content for easier navigation and retrieval. Furthermore, we will prioritize accessibility to make sure that the content is usable and understandable by all users, including those with disabilities. 

This involves implementing best practices and standards that enhance the overall user experience. Lastly, we will explore and configure the publishing options available, allowing for optimal distribution and timely release of the content across the intended platforms. 

 

2. Editing Your Branded Document

Click here to open the content settings panel in the PDF Editor interface.

 

3. Making Minor Edits

Minor edits can be made to your PDF. Just be sure to edit within the space provided.

 

4. Open View Controls

Click here to open additional controls.

 

5. Open Control Panel

You have additional controls for Page Transition, Page Orientation, and Page Layout. You also have the option to Enter Full Screen mode

 

6. Prepare to Publish

Once you are finished editing your document, you are set to prepare for publishing!

 

7. Content Tab

The first step towards publishing is to view and manage the main content elements of your PDF.

 

8. Proceed To Next Step

Click "Next" to continue to the following configuration stage in the editor.

 

9. Details Tab

On the Details Tab, you will have access to detailed settings related to your document content.

 

10. Choose Custom Thumbnail

Within the Structured AI platform, you have the option to add a Custom Thumbnail to customize the preview image for your Branded Document.

 

11. Set Language & Description

You can also set the language and description.

 

12. Manage Content Tags

Click "Content Tags" to view and organize tags associated with your content.

 

13. Continue To Next Section

Click "Next" to proceed to the subsequent content configuration options.

 

14. Open Settings Tab

Click the Settings Tab to adjust advanced settings related to content details.

 

15. Define Publish Dates

On the final settings tab, you can Define a publish start and end date to schedule when your content will be published.

 

16. Toggle Library Visibility

You also have the ability to Hide from Libraries. When this content is added to a campaign, it won't appear in the Content Library or My Assets for Accounts. This setting applies everywhere this content is used.

 

17. Access Group Accessibility

Click the select groups search input to find and assign groups with access to the content.

 

18. Publish Content

Click "Publish" to finalize and make your content available according to the configured settings.

You have successfully configured content settings in the PDF Editor by Structured AI, including details, tags, accessibility, and publishing options. Next, explore advanced editing features or manage additional documents to enhance your workflow.

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