Getting Started with Paligo

Editor Settings

You'll find the Editor Settings inside the editor, in the toolbar:

The Editor Settings dialog allows you to make the following settings:

Setting

Description

Document validation

Determines whether the document should be automatically validate, i.e make sure the underlying XML structure is correct, every time you save (recommended).

Document check-in

Determines whether the document will be automatically checked in when you close it (leave the editor). This is also recommended unless you specifically want to make sure no one can work on a set of documents for a certain period, in which case you can always disable it.

Fix element structures

When checked, if you have used element structures that may be problematic, they are automatically converted as soon as the document is saved.

For example, lists, admonitions (notes, warnings, etc) or tables that have been nested in paragraphs are unwrapped.

Note

This setting is recommended for most users. While the nesting structures are formally valid in the DocBook schema, they are not recommended for a number of reasons, and this feature handles that.

The only exception is if you have many such structures created previously, and have translated that content. If so, please check with support if this setting is right for you.

Preview options

This allows you to select which layout template to use for PDF, HTML, and HTML5 when you preview topics from within the editor. If you have a custom stylesheet or have created a custom layout of your own in the Layout Editor, you can select to always use that as your preview layout.

Code editor

In this setting you can choose the theme of your preference for the Code Editor, e.g if you prefer a dark or light theme when viewing the source XML.

Editing

In the Editing tab you can choose whether to use the Link tools for links and cross-references (recommended), and whether or not to have auto-save turned on in the editor.

Auto-save is turned off by default, but is convenient if you do not always remember to save once in a while to avoid losing any work. If you do turn it on, auto-saving is done in the background without validation, so you won't be interrupted while you write content. So you should still save manually sometimes or just hit validate to make sure your content is valid.

Customize the Editing Pane

By default, Paligo will highlight certain parts of the content to indicate the workflow status (released content will be green e.g), elements with comments (yellow), profiling/filtering ("funnel icon"), and which element has current focus (light blue).

You can customize this as you please, if you want a cleaner editing area without the status highlight for instance. Click to bring out the dropdown menu with the  Editor Highlight Settings in the toolbar:

Using the icon next to it, you can also choose to go into distraction free mode, if you want as much space as possible on the screen for your editor: