Creating Custom Documents - Phase 3: Personalization & Activation

Structured AI → Creating Custom Documents Phase 3: Personalization & Activation

Creating Custom Documents - Phase 3: Personalization & Activation

Estimated Time

~10 minutes

Current Phase

Phase 3 of 3

What You'll Accomplish

• Configure and customize document settings to meet your publishing requirements.
• Complete the publication process and prepare documents for release.

• Review and finalize content to ensure accuracy and professional presentation.
• Publish polished, professional documents that effectively communicate your message.

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 Drag & Drop Editor	Start Training ➡
Phase 3 Personalization & Activation	Current Phase ✔

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Follow Our Step-By-Step Training

1. Introduction

This training provides a comprehensive guide to help you configure and publish a document using the Structured AI editor. You will learn step-by-step how to set up your document within the editor, customize its structure to meet your specific needs, and finally, publish it efficiently. 

Whether you are new to the Structured AI editor or looking to enhance your document creation process, this tutorial covers all the essential aspects to ensure a smooth and successful experience.
 

 

2. Access Publish Preparation

To start the process of getting your document ready for publication, simply click on the Prep to Publish button.

This action will initiate a series of steps designed to ensure that your document meets all necessary requirements and is properly formatted for publishing. 

By selecting this option, you are effectively beginning the preparation workflow, which may include tasks such as reviewing the content, checking for errors, and applying any final adjustments needed before the document is officially published. 
 

 

3. Content Tab

This action will direct you to the Content Tab, where you can access and manage various types of content. 
 

 

4. Final Edit & Preview Option

On this tab, you will have the option to Edit or Preview your Custom Document before publishing.
 

 

5. Proceed to Next Step

Please click the Next button to proceed to the subsequent step in the publishing workflow. This action will guide you forward through the process, ensuring that you continue smoothly toward completing your publication. 
 

 

6. Details Tab

The next step in the publishing process, is the Details Tab.

 

7. Custom Thumbnail Settings

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

 

8. Set Language & Description

You can also set the language and description.

 

9. Manage Content Tags

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

 

10. Continue to Next Step

Click "Next" to proceed to the following stage in the publishing process.

 

11. Settings Tab

The Settings Tab is the next and final step before publishing your document.

 

12. 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.

 

13. 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.

 

14. Select User Groups

Click "Select groups" to choose which user groups can access the document.

 

15. Publish Document

Click "Publish" to finalize and make the document available to the selected audience.

You have successfully configured the document's details, tags, and settings, and completed the publishing process in the Structured AI editor. You can now manage published documents or create new ones using similar steps.

16. Restore Previously Published Version

If you've republished your document and want to restore it to it's original published version, start by opening your published document.

 

17. Access Published Version History

Click here to view all saved versions of your document.

 

18. Select Desired Version

Choose your desired version.

 

19. Initiate Version Restoration

Click Restore Version to begin reverting your document to the selected previous state.

 

20. Confirm Version Restoration

Click Confirm to finalize restoring the chosen document version and apply the changes.

You have successfully configured the document's details, tags, and settings, and completed the publishing process in the Structured AI editor. You can now manage published documents or create new ones using similar steps.
 

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