Getting Started

This section help users understand the interface and the menu items.

Interface Description

After logging in, you can either view the Workspace panel or the Planner panel.

The upper panel displays the following:

  • The name of the panel (Workspace or Planner): Displays the stories in either the Workspace view or the Planner view.
  • New icon: Enables you to create different story types.
  • List of scheduled activities: Displays the story comments in which your name is tagged under My Activities, and displays everyone’s activities under All Activities.
  • My profile: Displays your login ID and enables you to view your profile and log out.

The Menu

The menu lists the following items:

Workspace: Displays a page having a list of all the stories categorized by their state, which are typically open, needs approval, approved, and so on. You can search stories in the Workspace panel.

Planner: Displays stories and collections tabs. The stories tab displays stories categorized by their state, along with your planned work, namely new idea and not started. You can search stories in this panel.

Pages: Displays a page having a list of collections (also section collections) and the associated published stories for each collection.

Sorter: Displays Top Stories, Breaking News, News Flash or any other custom collection called stacks. Each collection displays list of stories sorted by a user-defined order.

Analytics: Displays Story Analytics which provides graphs of the top performing stories.

Tag Manager: Displays a page with a list of tags, the count of stories a tag is used in, and so on.

Admin: Displays the list of administrative tasks.

  • Settings: Provides a page to add content placeholders such as stacks, sections, and menu items, and add information for the website such as social media links, HTML snippets, page title, copyright information, advertisement place holders, and so on. Settings page also enables you to add story attributes, and set email templates.
  • SEO Metadata: Provides a page to add data for search engine optimization.
  • Users and Roles: Provides a page to add a new user and role, search for existing users, add roles to a user, and so on.
  • Configure: Provides the options to enable or disable product features, story templates, and story elements, allows the options to show or hide a field and mark the mandatory fields.

Entities: Provides a page with a list of entities with the name, type, created date, and add, search, and edit entities.

Media Library: Provides access to images from the platform library and Getty Images, and allows you to upload images to the platform library.

My Profile: Displays a page with existing profile name, profile photo, email ID, and so on.

Logout: Enables you to log out.

Story Editor Description

The Labels, Icons and Buttons

The header displays the following from left to right:

  • The story type: Displays Text, Story Listicle, Photo Story Type, and so on.
  • Preview icon: Enables you to preview the story for iPhone, tablet and laptop.
  • Save icon: Enables you to save the story. If the editor is idle for 10 seconds, the story is saved automatically.
  • Change State icons: Enables you to change the state of the story. The possible values are: Submit, Approve, Reject, Retract, Publish, Cancel Publish, Modify Schedule, and Redraft .
  • Suggested Content: Fetches 10 stories from the web, based on the text in the story.
  • Activity Log: Displays all the actions performed on the story, along with the writer name, and the date and time when the action was performed. The possible values are as follows: Created, Saved, Updated, Submitted, Approved, Published, Retracted.
  • My Activities/ All Activities: Displays the story comments in which your name is tagged under My Activities, and displays everyone’s activities under All Activities.
  • My Profile: Displays your login ID, and enables you to view your profile and log out.

Two icons appear on the lower left corner of the Story Editor:

  • Green circle with a plus: Enables you to add a card.
  • Blue circle with a search: Enables you to search cards from published stories and insert a card from the story.

Tabs

The story editor provides the following tabs to enter content and add attributes, metadata:

Content Tab

Provides the area to enter content. Displays the count of words in the story and the average time required to read the story. There is at least one empty card added.

Metadata Tab

  • Enable card share for all cards checkbox: Enables you to share all cards on social media, if selected.
  • Displays fields such as Social Share Message, Author, Tags, Sections, if configured to show, and are marked mandatory. Such metadata can be configured at Admin > Configure > Template.

Story Attributes Tab

Displays the list of attributes that have been configured at Admin > Settings > Attributes.

Alternatives Tab

Enables you to select an alternate headline and an alternate hero image by using Home Page Headline and Choose Hero Image respectively.

Social Notifications Tab

  • Push Notification Text: Enables you to enter notification text that is to be shared on the website or mobile, or both.
  • Web Notification checkbox: Allows notification on the website.
  • Mobile Notification: Allows notification on mobile phone.
  • ADD SOCIAL MEDIA NOTIFICATION: Enables you to add messages to be shared on one or more social media pages. These messages are shared on social media at the time when the story is published, or at a specified date and time.
  • Auto Publish Message: Enables you to share messages on different social media pages.
  • Schedule: Enables you to publish the message at a set date and time.

SEO Tab

Enables you to create metadata for Search Engine Optimization.

Editor's Notes Tab

Enables the editor to add comments.

The Card Feature

A card provides the space to add content in a story. Each card can contain elements, wherein you can enter content such as text, tables, images, videos, attachments, hyperlinks and so on. You can add multiple cards in a story, and delete and reorder them.

A card provides the space to add content in a story. Each card can contain elements, wherein you can enter content such as text, tables, images, videos, attachments, hyperlinks and so on. You can add content by using elements.

The following icons appear on the top right of each card.

  • Settings: Enables you to set attributes and share cards on social media.
  • Card Sharing Tab: Provides Card Sharing toggle button to enable the current card to be shared.
  • Attributes Tab: Enables you to select the element attributes, and their values specific to selected card.
  • Move up, move down: Enables you to reorder cards within the story.
  • Delete: Enables you to delete the current card.
  • Collapse: Enables you to collapse the current card.

The Story Elements

Elements are the building blocks of a story. You can add an element above, below, or in between elements. You can delete an element and add review comments to each element. An element can be displayed differently at the website, based on its layout settings.

Each element provides a delete icon and a comment icon (Start a Conversation) on its top right corner.

Within a card you can add the following elements:

  • Also Read: Enables you to add links to other documents.
  • Answer: Enables you to add an answer against a question element.
  • Ask Me Anything (Dilmot): Enables you to add Dilmot platform code. You can use this element for live conversations between a panel and readers.
  • Attachment Element: Enables you to attach PDFs and Microsoft Word document. The size of the file cannot be more than 3 MB.
  • Bigfact: Can be used to add a short piece of information or add a summary.
  • Blockquote: Can be used to enter quotation and attributed to an individual.
  • Blurb: Can be used to add a brief piece of information.
  • Image: Enables you to add an image
  • Image Gallery: Enables you to add multiple images, and display as a slide show or in a grid.
  • JS Embed: Enables you to embed a script tag.
  • Location: Enables you to search a location on a map and insert the map in the card.
  • Polltype: Enables you to add a poll with a title and description, the possible values, an image, and set the voting options such as anonymous or needs logging in and so on.
  • Q & A: Enables you to add a set questions and answers.
  • Question: Enables you to add a question element.
  • Quote: Can be used to enter quotation and attributed to an individual.
  • References: Enables you to add reference links, with a name and description.
  • Social Media: Enables you to add a link to Twitter, SoundCloud, Instagram, or YouTube posts.
  • Summary: Can be used to add a summary. You cannot format the text.
  • Table: Enables you to add CSV files where information can be presented in a tabular format.
  • TextVideo (Bitgravity): Enables you embed to BitGravity player video.
  • Video (JwPlayer): Enables you embed to JW Player video.
  • Video (Vidible): Enables you embed to BitGravity player video.

The Text Formatting Editor

Story Editor provides a few formatting tools for text. The toolbar appears when you highlight some text.

The following formatting options are available:

  • Bold (B), Italic (I), Underline (U): Enables you to emphasize the text.
  • Strikethrough (S): Enables you to cross-out text.
  • Heading levels (H2 and H3): Enables you to create two levels of heading.
  • Ordered and unordered list: Enables you to create an ordered and and unordered list.
  • Remove formatting: Enables you to clear all formatting.
  • Create hyperlink: Enables you to create a hyperlink on the selected text.

The Photo Editor

Photo Editor provides editing tools such as photo filters, frames, graphics, and so on.

  • Enhance: Provides the five enhancement options including high definition.
  • Effects: Provides options to add tints and change hues.
  • Frames: Provides different framing options.
  • Overlays: Enables you to add predefined layers.
  • Stickers: Enables you to add stickers.
  • Orientation: Enables you to change the flip and rotate.
  • Crop: Enables you to cut the outer parts.
  • Resize: Enables you to resize.
  • Lightning: Enables you to set the values for brightness, contrast, and shadow.
  • Color: Enables you to set values for saturation, warmth, and tint to the image.
  • Sharpness: Enables you to blur or sharpen.
  • Focus: Enables you to add a linear or radial focus point.
  • Vignette: Enables you to add vignette.
  • Blemish: Enables you remove skin blemishes using different brushes.
  • Whiten: Enables you to add whiteness using different brushes. ( Not supported in Internet Explorer 8).
  • Redeye: Enables you to remove red eye using a brush.
  • Draw: Enables you to select a color, draw with paint brushes of different sizes, and erase the brush strokes.
  • Splash: Enables you to enhance colors in an grayscale image.
  • Text: Enables you to add text.
  • Meme: Enables you to add meme.

Workspace Panel Description

The Workspace panel displays a list of stories, by their states and enables you to search stories. You can also view the collections and notifications by using filters.

The Search field enables you to search stories by using a combination of one or more words. The FILTERS tab, on the left of the panel, enables you to search content by the content type, modification date, author name, and so on.

The most common states of a story are Open, Needs Approval, Approved, Published, Rejected, and Scheduled. The stories are categorized by tabs, which are the state names.

Note

The states are configurable for a publisher, contact Quintype support for details.

The column heads display the count of stories in that state, along with the state name. The rows display the name of the story, the author name, the date and time when a story was last modified, the story type, for example, text, listicle, video, or photo story. Each row also provides buttons to preview (stories only), or to live view a published story, and to delete a story.

The LOAD NEXT 20 STORIES button enables you view 20 more stories, sorted by their modified date and time.

Pages Panel Description

The Pages menu lists the sections, automated collections, and manual collections.

The search field on the left enables you to filter collections by the collection name. The Show all toggle is used to display either the section collections (collections created automatically when you create a section from Admin) or all collections, manual or automatic.

The save button on top enables you to save changes to the sequence.

Each collection opens the collection details page, with the name of the collection on top, followed by the collection type and the collection template, and the date on which the collection is created. The three tabs Content, Sorter, and Metadata enables you to view and edit the collection properties.

The Content Tab

Content tab displays the following:

  • Title: Displays the collection name.
  • Summary: Enables you to add a summary of the collection.
  • Choose cover image: Enables you to add a cover image.
  • Collection template: Displays the template in use, and enables you to select a new template.
  • Collection type: Displays whether the collection is Manual or Automated.
  • If the collection is automated, the options to select the story properties under “Add stories having” is displayed. The properties are Tags, Sections, Story Types, and Sort By.

The Sorter Tab

Sorter tab displays the following:

SEARCH column: The SEARCH field enables you to search stories having a specified title. It displays the stories that matches the criteria set on “Add stories having” under the Content tab. The Advanced Search enables you to filter by story, collection, publish time, section name, author, and tags.

Each row contains the story name, one of the sections a story belongs to (only the first section name appears out of many that is present in the story’s metadata), and the modified relative time. It displays COLLECTION if the sorted item is a collection. The buttons on the right side enables you to open the story, and select the story to appear in the sorter. The most recently published story appears on top of the list.

SORTED ITEM column: Displays the last published stories that appears under the SEARCH column or the sorted stories in an numerical order. Each row contains the story name, one of the sections a story belongs to (only the first section name appears out of many that is present in the story’s metadata), the modified relative time, or displays COLLECTION if the sorted item is a collection. Set Page Views enables you to set a view count. Any custom action can be triggered (at the product-side), when the count is reached.

The buttons on the right side enables you to preview the story, and remove the story from the sorter.

Manage button takes you to the Content tab.

The Metadata Tab

Metadata tab displays the Collection Slug by default, and other metadata based on the chosen collection template.

Planner Panel Description

The Planner or the Stories panel displays the list of stories in various columns indicating their states.

There are two tabs in the Stories panel: Stories and Story Collections.

Stories Tab Description

The Stories tab provide a Search field in which you can search stories based on a search string.

Based on the most commonly used states of a story the column names are Open, Needs Approval, Approved, Published, Rejected, and Scheduled. There are three columns naming New Idea, Not Started, UGC, which are not states but content that have not been transformed into a story yet.

The Stories tab displays the Search field and a list of stories categorized by their states:

  • New Idea: Provides a list of new ideas, and the Add New Idea button that enables you to create a new idea.
  • Not Started: Provide a list of ideas having an assignee and a deadline to complete the story.
  • Open: Provides a list of newly created and retracted stories, and a New Story button that enables you to create a new story.
  • Needs Approval: Provides a list of stories awaiting approval.
  • Approved: Provides a list of approved stories that are ready to be published.
  • Published: Provides a list of published stories.
  • Rejected: Provides a list of rejected stories.
  • Scheduled: Provides a list of stories scheduled to be published.
  • UGC: Provides the list of content created at the User Generated Content widget.

Note

To have new states added, contact Quintype supp

The column head displays the count of stories in that state, along with the column name. Each row displays the following story details: a story name, the section name a story belongs to, the story type, and the modification date and time. A delete button is displayed on the lower right corner of each row. Preview button appears on the lower right corner for stories that have been published.

Note

Each column loads a few stories. Scrolling down opens more stories.

Story Collection Tab Description

The Story Collections tab contains the list of collections under the Published column, along with the Create Story Collection button that enables you to create a new collection.

The column head of the Published column provides the count of collections besides the column name. Each row displays the collection name, along with the count of stories associated with the collection, the created date, and a delete button.

Managing My Profile

You can use My Profile to edit your name, the communication email ID, and Twitter handle.

Note

Communication email is used for notification on story publish, and cannot be used to reset password.

To update your profile, perform one of the the following steps:

  • Open My Profile from the main menu, or the my profile icon on the top right corner of the interface.
  • From the main menu, go to Admin > Users and Roles > Members tab.
  1. Edit the following fields: Name, Twitter Handle, Communication Email, and Bio.
  2. Click Save.
  3. (Optionally) To change the profile picture, click Update Avatar and browse for a photo and click Open.