Useful Actions

Share Links to Files

Send a link to a file in your Content Library. This link opens Heretto CCMS and highlights the file in the file listing.

In the Content Library, right-click a folder or a file and select Copy Share URL.
You can share the link with other Heretto CCMS users.

Star Folders and Files

Star important folders and files so you can easily access them later in your Starred folder.

Note: Files that you star are only visible in your Starred folder. Other users do not have access to your Starred folder.
  1. In the Content Library, click the star next to files you want to track.
  2. In the Browse tab, click Starred to open your Starred folder.

Create a Folder

Use the Create a new folder to create a new folder for organizing your files.

  1. In the Content Library, click the Create a new folder .
    Figure 1. Create a new folder Button
    New folder button in the Content Library
  2. Add a meaningful folder name.
    Note:

    The valid characters for file and folder names are:

    • lowercase letters (a-z)

    • uppercase letters (A-Z)

    • numbers (0-9)

    • underscore (_), hyphen (-), and period (.)

    This applies to creating files and folders and renaming files and folders.

  3. Click Create.

Rename a Folder or File

Change the name of an existing file or folder.

  1. In the Content Library, right-click the desired resource(s) and select Rename.

    You can select a number of files and folders and rename them in one operation. You can select a range of resources while pressing the Shift key.

  2. Enter a new name for each file.
    Note:

    The valid characters for file and folder names are:

    • lowercase letters (a-z)

    • uppercase letters (A-Z)

    • numbers (0-9)

    • underscore (_), hyphen (-), and period (.)

    This applies to creating files and folders and renaming files and folders.

    Optionally, you can add a comment for the rename operation.

  3. Click Rename.

Move Folders and Files

Move files and folders to a new location in the Content Library.

  1. In the Content Library, right-click the desired resources and select Move.

    You can select a number of files and folders and move them in one operation. You can select a range of resources while pressing the Shift key.

  2. Click Select Location.
  3. Navigate to and select a folder location.
  4. Click Select.
  5. Click Move.

Select a Range of Files

You can quickly select multiple files in the Content Library by selecting a range of files.

  1. In the Content Library, navigate to the directory where you want to select a range of files.
  2. Select the first file in the range of files that you want to select.
    select a range of files
  3. Hold Shift and click the last file in the range of files that you want to select.
    select a file range part 2

Upload Files to Heretto CCMS

You can upload various files types to Heretto CCMS, including DITA files, images, configuration files, and other allowed files.

For more information about files you can upload to Heretto CCMS, see What file types can I upload to Heretto CCMS?.

  • Ensure that your DITA files contain the document type (doctype) declaration. Otherwise your files will be invalid after upload.

    Note:

    We recommend that the doctype declaration in your DITA files doesn't contain the OASIS DITA version number. When the version number is not indicated in the doctype declaration, Heretto CCMS defaults to using the latest DITA version. An example of a doctype declaration without a DITA version number is <!DOCTYPE task PUBLIC "-//OASIS//DTD DITA Task//EN" "task.dtd"> and one with a DITA version number (1.3) is <!DOCTYPE task PUBLIC "-//OASIS//DTD DITA Task//EN" "task.dtd">.

  • If you want to upload a large number of files, compress these files to a ZIP archive.

    Tip:

    Uploading files compressed to a single ZIP archive is quicker than uploading multiple files without compressing them first.

    By default, when you upload a ZIP archive to the Content Library, Heretto CCMS unzips the archive retaining its folder structure. If needed, you can also upload a ZIP archive to the Content Library without unzipping it.

  1. In the Content Library, navigate to the folder where you want to upload your files and click Upload a new file .
  2. In the Select files to upload window, click to choose files or drag and drop files to upload.
    Select files to upload window
  3. If in the Files to be uploaded section you see any files that shouldn't be uploaded, remove them by clicking the corresponding remove gray x button button.
  4. If you selected any files that already exist in the Content Library folder and you don't want to overwrite them, clear the corresponding Overwrite files with the same names check box.
  5. If you selected any ZIP files that you do not want to be automatically unzipped, clear the corresponding Unzip check box.
  6. Click Upload Files.

The upload process starts and the Cancel Upload option becomes active. Using the Cancel Upload stops the upload process and prevents files form being saved in the CCMS.

Customize Columns in the Content Library

You can add, remove, and rearrange columns in the Content Library.

Note: This feature may be disabled on your Heretto CCMS instance. To enable this feature, contact your Customer Success Manager.
If you want to add a custom column, configure taxonomy metadata. See Create a Metadata Category for Taxonomy Metadata.
Tip: You use taxonomy metadata to define custom columns.
Note: You can configure the Content Library columns only for your account. In other words, setting custom columns does not impact other users in your organization.
  1. In the Content Library, in the top-right corner, click the cog icon.
  2. In the Custom columns dialog, do any of the following:
    • To hide a column in the Content Library, clear the corresponding check box.
    • To show a column in the Content Library, select the corresponding check box.
    • To rearrange columns in the Content Library, drag-and-drop a column name to a new position.
  3. Click Save.
  4. If needed, refresh Heretto CCMS in your web browser.

Enable Dark Mode for Heretto CCMS

You can enable dark mode for Heretto CCMS by using the Dark Reader browser extension.

Important:

The Dark Reader browser extension inverts bright colors on websites to simulate dark mode. For more information, see https://darkreader.org/.

The Dark Reader browser extension is provided by a third party, and Heretto, Inc., is not responsible for any changes in behavior, functionality, or discontinuation of the extension.

  1. Open Google Chrome™ or Mozilla Firefox.
  2. Install the Dark Reader browser extension:
    Option Description
    If you use Google Chrome™, do the following:
    1. Go to: https://chrome.google.com/webstore/detail/dark-reader/eimadpbcbfnmbkopoojfekhnkhdbieeh?hl=en.
    2. Click Add to Chrome.
    3. In the prompt, click Add extension.
    If you use Mozilla Firefox, do the following:
    1. Go to: https://addons.mozilla.org/en-US/firefox/addon/darkreader/.
    2. Click Add to Firefox.
    3. In the top-left corner, click Add.
    4. In the top-right-corner, click OK.
    The Dark Reader browser extension Help tab opens in your web browser. By default, the extension enables dark mode on every website that you visit.
  3. Pin the extension to your toolbar.
  4. Optional: Enable dark mode only for Heretto CCMS:
    1. In the right-top corner of the browser, click .
    2. In the Dark Reader pop-up, in the Site list tab, click Invert listed only.
    3. Under Inverted list only, in the field, enter <your_organization>.heretto.com
      Where <your_organization> is the name of your organization in Heretto CCMS.
    Dark mode is enabled only for Heretto CCMS.
  5. Optional: Adjust the Dark Reader browser extension settings for Heretto CCMS:
    1. In your web browser, go to <your_organization>.heretto.com
    2. In the right-top corner of the browser, click .
    3. In the Dark Reader pop-up, click Only for <your_organization>.heretto.com
      Where <your_organization> is the name of your organization in Heretto CCMS.
    4. Adjust the Brightness, Contrast, Sepia, and Grayscale sliders.

Get a Resource UUID

Each resource in Heretto CCMS has its own Universally Unique Identifier (UUID). UUIDs are essential when working with Heretto CCMS API and are also useful in other scenarios, such as referencing resources like graphics or custom fonts in PDF Generator publishing configurations.

  1. In the Content Library, click a resource.
    The Resource Drawer opens on the right.
  2. At the bottom of the resource drawer, click API Info and copy the contents of the UUID field.
    a gif showing a user clicking on a map, Resource Drawer opening on the right, user going to API Info section and selecting resource UUID