Resource Console - LiveDocs settings

1. Under the list of LiveDocs settings profiles, click Create new.
2. The Create new LiveDocs settings window opens.
3. Type a name for the LiveDocs settings profile. You may also type a description.

   To learn more: See Help about the Create new LiveDocs settings window.

4. Click OK.

   Default settings: When you create a new LiveDocs settings profile, it will use the default settings. To make it work, you need to change the settings. To do that, edit the LiveDocs settings profile.

On your computer or on a server? memoQ will create the LiveDocs settings profile at the location shown at the top, in the Server URL box. At first, it is My Computer: memoQ will create the new LiveDocs settings profile on your computer. However, you can select a server at the top, in the Server URL box. In that case, memoQ will offer to create the LiveDocs settings profile on that server - if you have the permission to do so.

1. In the list of LiveDocs settings profiles, select the one you need to copy.
2. Under the list of LiveDocs settings profiles, click Clone.
3. The Clone LiveDocs settings into a new resource window opens. It's the same as the Create new LiveDocs settings window.
4. Type a name for the LiveDocs settings profile. You may also type a description.

   To learn more: See Help about the Create new LiveDocs settings window.

5. Click OK.

Normally, memoQ will show LiveDocs settings profiles from your own computer. However, you can manage online LiveDocs settings profiles from memoQ servers that you have access to.

To view the LiveDocs settings profiles from a memoQ server or from a memoQ cloud:

1. At the top of the Resource console window, click the Server URL dropdown.
1. Type or choose the address of the memoQ server, and click the Select button.

   You may need to log in to the memoQ server: If you have not used the server before, the Log in to server window opens. Type your user name and password for that server, and click OK.

3. memoQ will show the LiveDocs settings profiles from that server and from your computer (those never disappear).

   Online LiveDocs settings profiles have the cloud or the sun icon, and the server is shown next to them:

The sun icon means that your computer has automatically downloaded the LiveDocs settings profile, so that it can be used in a project without delay.

You must have permission for the LiveDocs settings profiles: It is not enough to have access to the memoQ server. To use a LiveDocs settings profile, you need at least Use permission over the LiveDocs settings profile itself. If you are not sure, contact the owner of the memoQ server.

Now you can create or edit LiveDocs settings profiles on the server, or perform other actions on them. You need permissions over the LiveDocs settings profiles to do so.

Normally, memoQ shows online LiveDocs settings profiles only if their server is selected in the Server URL box.

Hovewer, if you frequently use a LiveDocs settings profile, you can pin it to the list. To pin an online LiveDocs settings profile to the list, click the empty cell at the left of its row:

When a LiveDocs settings profile is pinned to the list, it shows a pin in that cell:

When you select another server or My Computer in the Server URL box, the pinned LiveDocs settings profile remains on the list.

If there are too many LiveDocs settings profiles on the list, you can filter the list. At the top of the LiveDocs settings pane, there is a Name/description box.

Type a word or two in the Name/description box. It will narrow the list immediately to those LiveDocs settings profiles that have those words in their names or descriptions.

To sort the list by a detail or another: Click the column header of the column you need. For example, to sort the list by name, click the Name header at the top of the list.

You can export a LiveDocs settings profile into an .mqres file. An .mqres file is an XML file where memoQ saves resources like LiveDocs settings profiles, QA profiles, LiveDocs settings etc. These are called light resources because they don't contain a large amount of linguistic data.

To export a LiveDocs settings profile:

1. In the list, select the LiveDocs settings profile you need to export.
2. Under the list, click Export. A Save As window opens.

   Or: Right-click the LiveDocs settings profile. From the menu, choose Export.

3. Find a folder and a name for the file, and click Save. memoQ will export all details from the LiveDocs settings profile in the file.

   You can also import a LiveDocs settings profile from a .mqres file. When you import an .mqres file, memoQ will always create a new LiveDocs settings profile.

Because memoQ saves all kinds of resources in .mqres files, you need to make sure that your .mqres file contains a LiveDocs settings profile.

To import a LiveDocs settings profile from an .mqres file:

1. At the bottom of the LiveDocs settings tab, click Import new. An Open window appears.
2. Select the .mqres file. Click Open.
3. The Import new LiveDocs settings window opens. It's the same as the Create new LiveDocs settings window.
4. memoQ will pick up the name of the rule set from the .mqres file. However, you can give it a new name, and type a new description, too.
5. Click OK.

   To learn more: See Help about the Create new LiveDocs settings window.

On your computer or on a server? memoQ will create the LiveDocs settings profile at the location shown at the top, in the Server URL box. At first, it is My Computer: memoQ will create the new LiveDocs settings profile on your computer. However, you can select a server at the top, in the Server URL box. In that case, memoQ will offer to create the LiveDocs settings profile on that server - if you have the permission to do so.

1. In the list of LiveDocs settings profiles, select the one you need to edit.
2. Under the list of LiveDocs settings profiles, click Edit.
3. The Edit LiveDocs settings window opens.
4. Change the LiveDocs settings profile as necessary.

   To learn more: See Help about the Edit LiveDocs settings window.

Cannot edit the default settings profile: You can't edit the Default LiveDocs settings profile. If you need a resource that you can edit, clone the Default settings profile first.

1. In the list, select the LiveDocs settings profile.
2. Below the list, click Properties.
3. The Resource properties window opens. It's the same as the Create new LiveDocs settings window.
4. If necessary, change the name or the description of the resource. Click OK.

To learn more: See Help about the Create new LiveDocs settings window.

1. In the list, select the LiveDocs settings profile.
2. Below the list, click Delete.
3. The Confirm delete message box opens. To delete the resource, click Yes.

After you put together a LiveDocs settings profile on your computer, you can share them on a memoQ server that you have access to.

1. In the Server URL box, choose the server. Click Select. Log in to the server if necessary.
2. Find the local LiveDocs settings profile on the list. Select it.

   A local LiveDocs settings profile is marked by a computer icon.

3. At the bottom, click Share on Server. The Share resource on server window opens.
4. You may choose a different name for the online copy of the LiveDocs settings profile, and you may also delete the local LiveDocs settings profile after it is shared. Make your choices, and click OK.

   memoQ will copy the LiveDocs settings profile to the selected server, and make it available there, with the default permissions.

To remove a LiveDocs settings profile from a server:

1. In the Server URL box, choose the server. Click Select. Log in to the server if necessary.
2. In the list, find the LiveDocs settings profile you need to remove. Select it.
3. At the bottom, click Remove from server. The Remove LiveDocs settings from server window opens.

   This command will not simply remove the LiveDocs settings profile from the server: it will copy the LiveDocs settings profile to your computer.

4. You may choose a different name for the local copy of the LiveDocs settings profile, and you may also keep the online LiveDocs settings profile after it is "removed". Make your choices, and click OK.

   memoQ will copy the LiveDocs settings profile to your computer.

Online LiveDocs settings profiles are normally published. This means that they are accessible through the memoQ server.

However, you can unpublish a LiveDocs settings profile:

1. In the Server URL box, choose the server. Click Select. Log in to the server if necessary.
2. Find the LiveDocs settings profile on the list.
3. Right-click the LiveDocs settings profile, and choose Unpublish.

After you unpublish a LiveDocs settings profile, it will still be stored on the server, but it will not be accessible. Users cannot use it in projects. To publish it again, right-click it, and choose Publish.

Admin permission needed: To change the permissions over a LiveDocs settings profile, you need the Admin permission over it.

To change who can do what with an online LiveDocs settings profile, do this:

1. In the Server URL box, choose the server. Click Select. Log in to the server if necessary.
2. Find the LiveDocs settings profile on the list. Select it.
3. At the bottom, click Set Permissions. The Permissions window opens.
4. Choose the users or groups who can access the LiveDocs settings profile, and set their access levels. Add an expiry date to each permission if necessary. Click OK.