Create a Static Content component

The Static Content subsection is used to create either static uneditable content components, or if desired, pre-configured starting content that project owners and writers can customize for each project (which allows for more efficient and robust collaboration directly in a project and is an alternative to File List Components in existing Doc Types). A Static Content component does not display on a created document's Assemble tab. This content could be in the form of a title page, cover letter, slide, or any type of content that you want to always use for a document or presentation document type, or want to use only when other selections are made.

Add a Static Content component

1. From the Toolkit, select Static Content.
2. In the Properties panel, enter the name of the component. This name displays in the navigation panel.
3. Enter the display title. This title displays on the created document's Review tab.
4. Upload content or add it from the content tray by following the tasks below.
   • To upload content, select Upload Document from the Actions menu, enter a title for the subsection, click the ... ellipsis beside the File Name field to retrieve the file, and then click Save.
   • To add a record or bundle from the content tray, click Content Tray and drag the desired content over the Drop new content here from the Content Tray link.
5. If you insert more than one Static Content component item in a document, select the Include paragraph marker after document check box to include a paragraph marker after an item. This allows the next item to be inserted and separated by its own paragraph. If you want Static Content component items to remain together as one paragraph, clear the check box.
6. Select the Allow assignments and editing in Projects checkbox if you want to pre-configure starting content that project owners and writers can customize for each project. This allows for more efficient and robust collaboration directly in a project and is an alternative to File List Components in existing Doc Types. The "Allow editing of Static/Selection Content when enabled" permission must be enabled at the user or role level for project participants.
7. Select on of the options below from the Include drop-down menu:
   • Always: Select if you want this subsection required for completion for created documents or projects using the document type.
   • By Inclusion: Select if you want this component automatically included when an optional component is included. The Component / Selection Group tree displays listing the optional component and selection groups for this document type. Check the box for the optional component with which you want to associate this component. When the user includes the associated optional component, the by inclusion component is also included. Check the boxes for each item that you want this component included with a required for completion status.
8. Click Save.

Work with the content attached to a component

Content records and bundles can be attached to select components. You can preview the attached content by clicking the title of the content record or bundle. Static Content, which is identified with a SubSectionID, uses Library content which is identified with a ComponentID.

Download an attachment

• Select Download to download a content record or bundle to open in Microsoft Word or PowerPoint.

Edit

• Select Edit to open and edit content in Word or PowerPoint and edit the content using the Qvidian Single Edit Toolbar. Any modifications made to the content without using the Qvidian toolbar will not be saved.

Cancel an edit

• Select Cancel Edit to cancel the editing of a document or presentation and abort any changes made.

The file must have been previously dropped onto the component dialog from the content tray, and must be currently open via the Edit function.

View content record properties

• Select Properties to view or edit the document properties for the content in the library. For more information, see Content Record Properties.

Save attached content record or bundle to the content tray

• Select Save to Content Tray to save the content record to the content tray where it can be added to the content area on the Component dialog.

Preview attached content record as an image

• Click the content record title next to the Actions menu. The Preview Image dialog displays in full page view.

Remove an attached content record or bundle

1. Select Delete from the Actions Menu. The Confirm Deletion dialog displays.
2. Select one of the options below:
   • Remove link(s) to content: Select if you just want to remove all links to the content you are deleting.
   • Remove link(s) to content, and, if permissioned, delete content from the Library: Select if you want to remove all links to the content and delete the content stored in the library.
3. Click Yes.

Reorder components

• Highlight the component or section and then click Move Up or Move Down to reorder the document.

Add help text for users

You can create help text to display at the top of the component to help users complete the fields. In designing the help text, you can work in design mode or HTML text. You can also preview the help text. When the help text first displays, the region is in Design mode. Most users will use this mode to create the help text and use the available standard formatting functions.

• To remove any formatting that you added or that was applied to text pasted from the clipboard, select the text and click the Eraser icon to revert to the default Font and Size (Verdana, 10pt).
• If you want to edit the item in HTML, click the HTML Text icon. The formatting toolbar will disappear.
• To view the help text as it will display on the page, click the Preview icon. The help text area will change to view only.
• To return to design mode, click the Design Mode icon.

Note: Hyperlinks cannot be added to the help text field.

View component usage

The Usage panel, at the bottom of the component, displays how this component is being used in all document types and sections. The associated document types and components are listed as links so that they can be opened from the Navigation panel.

Common functions

The following common functions are listed at the top of the component workspace:

• Test Build: Click to display the created document page where you can see the document type from the user's perspective and run a test build to verify it appears as you intended. For more information, see Test Build.
• Reset Test Build: Click to delete any existing test build associated with the document type so you can start again with a fresh test document. For more information, see Test build a document type.
• Export: Click to export the document type. For more information, see Export a document type.
• Content Tray: Click to display the Content Tray dialog. The content tray is a holding area for content records that you can drag from the tray and drop in the content area for select components. For more information, see Content tray.